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 8-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 | $37,292 | $73,867-49.5% | $143,757-74.1% | $68,494-45.6% |
| Participation rate | 65.6% | 66.7%-1.1pp | 80.3%-14.7pp | 67.9%-2.3pp |
| Annual return | -16.72% | 1.01%-17.7pp | -0.04%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $785 | $3,184-75.3% | $4,951-84.1% | $2,596-69.7% |
| Participant deferral / active EE | $1,684 | $3,384-50.2% | $5,637-70.1% | $4,027-58.2% |
| Admin fee / account holder | $547 | $5,755-90.5% | $14,673-96.3% | $5,403-89.9% |