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 | $37,494 | $59,805-37.3% | $79,550-52.9% | $68,494-45.3% |
| Participation rate | 62.1% | 61.1%+1.0pp | 69.5%-7.4pp | 67.9%-5.8pp |
| Annual return | -14.40% | -12.30%-2.1pp | 0.16%-14.6pp | -7.84%-6.6pp |
| Employer contribution / active EE | $2,512 | $1,505+66.9% | $2,413+4.1% | $2,596-3.2% |
| Participant deferral / active EE | $4,648 | $3,024+53.7% | $3,985+16.6% | $4,027+15.4% |
| Admin fee / account holder | $843 | $4,835-82.6% | $6,832-87.7% | $5,403-84.4% |