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 | $51,528 | $53,596-3.9% | $90,645-43.2% | $64,186-19.7% |
| Participation rate | 60.0% | 64.5%-4.5pp | 74.0%-14.0pp | 69.6%-9.6pp |
| Annual return | -5.49% | 4.41%-9.9pp | 1.88%-7.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $988 | $1,503-34.3% | $2,532-61.0% | $2,381-58.5% |
| Participant deferral / active EE | $3,121 | $2,459+27.0% | $3,425-8.9% | $3,470-10.0% |
| Admin fee / account holder | $2,223 | $3,868-42.5% | $4,994-55.5% | $4,888-54.5% |