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 | $43,583 | $77,813-44.0% | $123,544-64.7% | $64,186-32.1% |
| Participation rate | 54.0% | 74.7%-20.7pp | 82.3%-28.3pp | 69.6%-15.6pp |
| Annual return | -6.92% | 12.48%-19.4pp | 119.20%-126.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,747 | $3,014-42.0% | $4,628-62.2% | $2,381-26.6% |
| Participant deferral / active EE | $4,428 | $5,240-15.5% | $6,426-31.1% | $3,470+27.6% |
| Admin fee / account holder | $2,819 | $5,519-48.9% | $9,284-69.6% | $4,888-42.3% |