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 | $46,806 | $81,900-42.8% | $119,609-60.9% | $68,494-31.7% |
| Participation rate | 59.5% | 71.9%-12.4pp | 79.3%-19.7pp | 67.9%-8.4pp |
| Annual return | -14.38% | -23.82%+9.4pp | -14.97%+0.6pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,938 | $2,693-28.0% | $4,232-54.2% | $2,596-25.4% |
| Participant deferral / active EE | $3,533 | $4,148-14.8% | $5,602-36.9% | $4,027-12.3% |
| Admin fee / account holder | $14,790 | $6,582+124.7% | $10,323+43.3% | $5,403+173.7% |