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 | $67,361 | $64,707+4.1% | $112,228-40.0% | $68,494-1.7% |
| Participation rate | 26.5% | 67.2%-40.7pp | 75.1%-48.6pp | 67.9%-41.4pp |
| Annual return | -15.19% | -11.40%-3.8pp | 27.45%-42.6pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,006 | $2,746-63.4% | $3,635-72.3% | $2,596-61.3% |
| Participant deferral / active EE | $1,970 | $3,565-44.7% | $4,728-58.3% | $4,027-51.1% |
| Admin fee / account holder | $10,995 | $5,232+110.1% | $6,410+71.5% | $5,403+103.5% |