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 | $36,688 | $44,221-17.0% | $121,196-69.7% | $56,287-34.8% |
| Participation rate | 60.0% | 61.1%-1.1pp | 71.7%-11.7pp | 69.9%-9.9pp |
| Annual return | -5.95% | -3.58%-2.4pp | 16.93%-22.9pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,425 | $1,480-3.7% | $4,022-64.6% | $2,111-32.5% |
| Participant deferral / active EE | $2,287 | $2,521-9.3% | $3,344-31.6% | $3,350-31.7% |
| Admin fee / account holder | $1,050 | $480+118.5% | $5,019-79.1% | $521+101.5% |