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 | $53,952 | $100,754-46.5% | $86,677-37.8% | $134,475-59.9% |
| Participation rate | 63.6% | 78.9%-15.3pp | 76.6%-12.9pp | 81.2%-17.6pp |
| Annual return | -17.66% | 29.04%-46.7pp | 35.91%-53.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,515 | $3,489-56.6% | $2,836-46.6% | $4,740-68.0% |
| Participant deferral / active EE | $5,526 | $5,338+3.5% | $4,656+18.7% | $6,400-13.6% |
| Admin fee / account holder | $6,501 | $10,926-40.5% | $7,493-13.2% | $11,426-43.1% |