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 | $14,334 | $73,867-80.6% | $143,757-90.0% | $68,494-79.1% |
| Participation rate | 31.0% | 66.7%-35.6pp | 80.3%-49.3pp | 67.9%-36.9pp |
| Annual return | -11.07% | 1.01%-12.1pp | -0.04%-11.0pp | -7.84%-3.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,906 | $3,384-14.1% | $5,637-48.5% | $4,027-27.8% |
| Admin fee / account holder | $8,262 | $5,755+43.6% | $14,673-43.7% | $5,403+52.9% |