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 | $68,582 | $77,813-11.9% | $123,544-44.5% | $64,186+6.8% |
| Participation rate | 34.6% | 74.7%-40.1pp | 82.3%-47.7pp | 69.6%-35.0pp |
| Annual return | -5.17% | 12.48%-17.7pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,656 | $5,240-49.3% | $6,426-58.7% | $3,470-23.5% |
| Admin fee / account holder | $906 | $5,519-83.6% | $9,284-90.2% | $4,888-81.5% |