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 | $61,196 | $211,958-71.1% | $169,463-63.9% | $135,375-54.8% |
| Participation rate | 57.1% | 82.6%-25.5pp | 77.8%-20.6pp | 82.6%-25.5pp |
| Annual return | -2.57% | 3.26%-5.8pp | 1.83%-4.4pp | 519.73%-522.3pp |
| Employer contribution / active EE | $2,337 | $5,120-54.4% | $4,159-43.8% | $4,779-51.1% |
| Participant deferral / active EE | $4,186 | $6,075-31.1% | $5,277-20.7% | $5,609-25.4% |
| Admin fee / account holder | $321 | $11,471-97.2% | $9,109-96.5% | $10,827-97.0% |