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 | $13,443 | $54,350-75.3% | $82,719-83.7% | $68,494-80.4% |
| Participation rate | 48.9% | 63.9%-15.0pp | 72.6%-23.6pp | 67.9%-19.0pp |
| Annual return | 3.37% | -13.67%+17.0pp | 701.18%-697.8pp | -7.84%+11.2pp |
| Employer contribution / active EE | $960 | $2,218-56.7% | $3,009-68.1% | $2,596-63.0% |
| Participant deferral / active EE | $1,683 | $3,246-48.2% | $4,395-61.7% | $4,027-58.2% |
| Admin fee / account holder | $3,342 | $4,395-24.0% | $5,329-37.3% | $5,403-38.1% |