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 | $38,865 | $50,958-23.7% | $74,550-47.9% | $64,186-39.4% |
| Participation rate | 45.2% | 61.1%-15.8pp | 69.1%-23.9pp | 69.6%-24.3pp |
| Annual return | -6.05% | -1.86%-4.2pp | 32.53%-38.6pp | 7.63%-13.7pp |
| Employer contribution / active EE | $489 | $1,115-56.2% | $1,961-75.1% | $2,381-79.5% |
| Participant deferral / active EE | $2,075 | $2,301-9.8% | $3,108-33.2% | $3,470-40.2% |
| Admin fee / account holder | $3,591 | $4,223-15.0% | $5,060-29.0% | $4,888-26.5% |