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 | $13,667 | $43,327-68.5% | $59,878-77.2% | $64,186-78.7% |
| Participation rate | 34.0% | 69.2%-35.1pp | 74.7%-40.7pp | 69.6%-35.5pp |
| Annual return | -4.33% | -1.55%-2.8pp | 3.46%-7.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $428 | $2,028-78.9% | $2,722-84.3% | $2,381-82.0% |
| Participant deferral / active EE | $2,228 | $2,546-12.5% | $3,402-34.5% | $3,470-35.8% |
| Admin fee / account holder | $504 | $3,005-83.2% | $3,590-86.0% | $4,888-89.7% |