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 | $29,347 | $42,894-31.6% | $60,874-51.8% | $68,494-57.2% |
| Participation rate | 31.0% | 66.8%-35.8pp | 73.1%-42.1pp | 67.9%-36.9pp |
| Annual return | -18.49% | -13.98%-4.5pp | 16.90%-35.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,336 | $1,978-32.5% | $2,701-50.6% | $2,596-48.6% |
| Participant deferral / active EE | $1,679 | $2,867-41.4% | $3,817-56.0% | $4,027-58.3% |
| Admin fee / account holder | $3,368 | $3,101+8.6% | $3,224+4.5% | $5,403-37.7% |