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 | $47,194 | $59,805-21.1% | $79,550-40.7% | $68,494-31.1% |
| Participation rate | 60.6% | 61.1%-0.5pp | 69.5%-8.9pp | 67.9%-7.3pp |
| Annual return | -18.06% | -12.30%-5.8pp | 0.16%-18.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,808 | $1,505+20.2% | $2,413-25.1% | $2,596-30.3% |
| Participant deferral / active EE | $2,635 | $3,024-12.9% | $3,985-33.9% | $4,027-34.6% |
| Admin fee / account holder | $1,837 | $4,835-62.0% | $6,832-73.1% | $5,403-66.0% |