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 | $56,192 | $131,829-57.4% | $108,579-48.2% | $273,961-79.5% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 4.47% | -91.57%+96.0pp | -51.70%+56.2pp | 41.45%-37.0pp |
| Employer contribution / active EE | $1,067 | $4,912-78.3% | $3,758-71.6% | $4,869-78.1% |
| Participant deferral / active EE | $2,155 | $5,127-58.0% | $4,311-50.0% | $5,287-59.2% |
| Admin fee / account holder | $330 | $10,252-96.8% | $7,645-95.7% | $10,132-96.7% |