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 5-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 | $45,581 | $45,863-0.6% | $77,024-40.8% | $68,494-33.5% |
| Participation rate | 39.4% | 55.9%-16.5pp | 67.9%-28.5pp | 67.9%-28.5pp |
| Annual return | -18.72% | 1.72%-20.4pp | 42.32%-61.0pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,063 | $1,650-35.6% | $2,812-62.2% | $2,596-59.1% |
| Participant deferral / active EE | $2,573 | $2,962-13.1% | $4,426-41.9% | $4,027-36.1% |
| Admin fee / account holder | $1,793 | $3,041-41.0% | $5,425-66.9% | $5,403-66.8% |