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 | $61,235 | $71,883-14.8% | $86,677-29.4% | $68,494-10.6% |
| Participation rate | 53.3% | 72.2%-18.9pp | 76.6%-23.2pp | 67.9%-14.6pp |
| Annual return | -16.49% | 3.52%-20.0pp | 35.91%-52.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,939 | $3,779-22.2% | $4,656-36.9% | $4,027-27.0% |
| Admin fee / account holder | $1,317 | $6,112-78.5% | $7,493-82.4% | $5,403-75.6% |