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 | $57,318 | $73,004-21.5% | $90,749-36.8% | $68,494-16.3% |
| Participation rate | 62.0% | 70.8%-8.8pp | 75.7%-13.7pp | 67.9%-5.9pp |
| Annual return | -14.37% | -13.81%-0.6pp | -12.16%-2.2pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,258 | $2,193-42.6% | $2,921-56.9% | $2,596-51.5% |
| Participant deferral / active EE | $1,802 | $3,627-50.3% | $4,564-60.5% | $4,027-55.3% |
| Admin fee / account holder | $14,668 | $5,896+148.8% | $8,445+73.7% | $5,403+171.5% |