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 | $47,778 | $107,791-55.7% | $90,645-47.3% | $135,375-64.7% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.0%-24.0pp | 82.6%-32.6pp |
| Annual return | -6.85% | -0.90%-6.0pp | 1.88%-8.7pp | 519.73%-526.6pp |
| Employer contribution / active EE | $801 | $3,018-73.5% | $2,532-68.4% | $4,779-83.2% |
| Participant deferral / active EE | $1,954 | $3,872-49.5% | $3,425-42.9% | $5,609-65.2% |
| Admin fee / account holder | $417 | $5,930-93.0% | $4,994-91.7% | $10,827-96.1% |