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 | $41,283 | $42,894-3.8% | $60,874-32.2% | $68,494-39.7% |
| Participation rate | 38.5% | 66.8%-28.3pp | 73.1%-34.6pp | 67.9%-29.4pp |
| Annual return | -15.76% | -13.98%-1.8pp | 16.90%-32.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $791 | $1,978-60.0% | $2,701-70.7% | $2,596-69.5% |
| Participant deferral / active EE | $2,875 | $2,867+0.3% | $3,817-24.7% | $4,027-28.6% |
| Admin fee / account holder | $463 | $3,101-85.1% | $3,224-85.6% | $5,403-91.4% |