See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,601 | $69,010-6.4% | $159,960-59.6% | $68,494-5.7% |
| Participation rate | 64.3% | 65.4%-1.1pp | 78.0%-13.7pp | 67.9%-3.6pp |
| Annual return | -17.02% | -9.65%-7.4pp | 408.60%-425.6pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,526 | $2,213-31.0% | $4,226-63.9% | $2,596-41.2% |
| Participant deferral / active EE | $2,784 | $4,212-33.9% | $6,182-55.0% | $4,027-30.9% |
| Admin fee / account holder | $2,376 | $4,798-50.5% | $8,698-72.7% | $5,403-56.0% |