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 | $49,856 | $71,883-30.6% | $86,677-42.5% | $68,494-27.2% |
| Participation rate | 67.5% | 72.2%-4.7pp | 76.6%-9.0pp | 67.9%-0.4pp |
| Annual return | -18.48% | 3.52%-22.0pp | 35.91%-54.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,217 | $2,173-44.0% | $2,836-57.1% | $2,596-53.1% |
| Participant deferral / active EE | $4,402 | $3,779+16.5% | $4,656-5.4% | $4,027+9.3% |
| Admin fee / account holder | $3,593 | $6,112-41.2% | $7,493-52.1% | $5,403-33.5% |