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 | $47,601 | $49,177-3.2% | $79,464-40.1% | $64,186-25.8% |
| Participation rate | 25.7% | 65.0%-39.3pp | 73.3%-47.6pp | 69.6%-43.9pp |
| Annual return | 2.83% | -1.16%+4.0pp | 718.14%-715.3pp | 7.63%-4.8pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $908 | $2,821-67.8% | $3,704-75.5% | $3,470-73.8% |
| Admin fee / account holder | $12,435 | $3,839+223.9% | $5,113+143.2% | $4,888+154.4% |