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 | $36,233 | $73,867-50.9% | $143,757-74.8% | $68,494-47.1% |
| Participation rate | 53.8% | 66.7%-12.8pp | 80.3%-26.5pp | 67.9%-14.0pp |
| Annual return | -14.32% | 1.01%-15.3pp | -0.04%-14.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $568 | $3,184-82.2% | $4,951-88.5% | $2,596-78.1% |
| Participant deferral / active EE | $1,066 | $3,384-68.5% | $5,637-81.1% | $4,027-73.5% |
| Admin fee / account holder | $4,883 | $5,755-15.1% | $14,673-66.7% | $5,403-9.6% |