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 | $36,726 | $46,674-21.3% | $117,472-68.7% | $68,494-46.4% |
| Participation rate | 67.6% | 56.8%+10.8pp | 70.6%-3.0pp | 67.9%-0.3pp |
| Annual return | -16.81% | -14.52%-2.3pp | 29.74%-46.5pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,784 | $1,505+18.6% | $4,176-57.3% | $2,596-31.3% |
| Participant deferral / active EE | $3,126 | $2,636+18.6% | $4,070-23.2% | $4,027-22.4% |
| Admin fee / account holder | $10,476 | $4,020+160.6% | $5,645+85.6% | $5,403+93.9% |