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 | $45,923 | $142,344-67.7% | $119,609-61.6% | $134,475-65.8% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -17.30% | -12.44%-4.9pp | -14.97%-2.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,163 | $5,222-77.7% | $4,232-72.5% | $4,740-75.5% |
| Participant deferral / active EE | $3,135 | $6,469-51.5% | $5,602-44.0% | $6,400-51.0% |
| Admin fee / account holder | $317 | $13,584-97.7% | $10,323-96.9% | $11,426-97.2% |