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 | $44,037 | $54,350-19.0% | $82,719-46.8% | $68,494-35.7% |
| Participation rate | 56.7% | 63.9%-7.3pp | 72.6%-15.9pp | 67.9%-11.2pp |
| Annual return | -13.52% | -13.67%+0.2pp | 701.18%-714.7pp | -7.84%-5.7pp |
| Employer contribution / active EE | $742 | $2,218-66.6% | $3,009-75.4% | $2,596-71.4% |
| Participant deferral / active EE | $2,616 | $3,246-19.4% | $4,395-40.5% | $4,027-35.0% |
| Admin fee / account holder | $1,090 | $4,395-75.2% | $5,329-79.5% | $5,403-79.8% |