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 | $12,538 | $42,894-70.8% | $60,874-79.4% | $68,494-81.7% |
| Participation rate | 40.7% | 66.8%-26.1pp | 73.1%-32.5pp | 67.9%-27.2pp |
| Annual return | -18.25% | -13.98%-4.3pp | 16.90%-35.1pp | -7.84%-10.4pp |
| Employer contribution / active EE | $384 | $1,978-80.6% | $2,701-85.8% | $2,596-85.2% |
| Participant deferral / active EE | $1,250 | $2,867-56.4% | $3,817-67.3% | $4,027-69.0% |
| Admin fee / account holder | $1,187 | $3,101-61.7% | $3,224-63.2% | $5,403-78.0% |