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 | $68,631 | $73,004-6.0% | $90,749-24.4% | $68,494+0.2% |
| Participation rate | 46.9% | 70.8%-23.9pp | 75.7%-28.8pp | 67.9%-20.9pp |
| Annual return | -12.79% | -13.81%+1.0pp | -12.16%-0.6pp | -7.84%-4.9pp |
| Employer contribution / active EE | $727 | $2,193-66.8% | $2,921-75.1% | $2,596-72.0% |
| Participant deferral / active EE | $2,501 | $3,627-31.0% | $4,564-45.2% | $4,027-37.9% |
| Admin fee / account holder | $40,289 | $5,896+583.3% | $8,445+377.1% | $5,403+645.7% |