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 | $35,156 | $71,883-51.1% | $86,677-59.4% | $68,494-48.7% |
| Participation rate | 58.2% | 72.2%-14.1pp | 76.6%-18.4pp | 67.9%-9.7pp |
| Annual return | -15.36% | 3.52%-18.9pp | 35.91%-51.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,345 | $2,173-38.1% | $2,836-52.6% | $2,596-48.2% |
| Participant deferral / active EE | $2,146 | $3,779-43.2% | $4,656-53.9% | $4,027-46.7% |
| Admin fee / account holder | $810 | $6,112-86.8% | $7,493-89.2% | $5,403-85.0% |