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 | $18,480 | $133,958-86.2% | $112,228-83.5% | $134,475-86.3% |
| Participation rate | 54.2% | 78.6%-24.4pp | 75.1%-20.9pp | 81.2%-27.1pp |
| Annual return | -13.95% | 47.11%-61.1pp | 27.45%-41.4pp | 417.96%-431.9pp |
| Employer contribution / active EE | $1,038 | $4,038-74.3% | $3,635-71.4% | $4,740-78.1% |
| Participant deferral / active EE | $1,999 | $5,291-62.2% | $4,728-57.7% | $6,400-68.8% |
| Admin fee / account holder | $13,389 | $7,489+78.8% | $6,410+108.9% | $11,426+17.2% |