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 | $21,928 | $59,805-63.3% | $79,550-72.4% | $68,494-68.0% |
| Participation rate | 25.8% | 61.1%-35.3pp | 69.5%-43.7pp | 67.9%-42.1pp |
| Annual return | -19.07% | -12.30%-6.8pp | 0.16%-19.2pp | -7.84%-11.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,442 | $3,024-52.3% | $3,985-63.8% | $4,027-64.2% |
| Admin fee / account holder | $751 | $4,835-84.5% | $6,832-89.0% | $5,403-86.1% |