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 | $28,781 | $54,726-47.4% | $68,793-58.2% | $64,186-55.2% |
| Participation rate | 42.3% | 68.0%-25.7pp | 72.2%-29.9pp | 69.6%-27.3pp |
| Annual return | -6.82% | -1.62%-5.2pp | -4.63%-2.2pp | 7.63%-14.4pp |
| Employer contribution / active EE | $427 | $1,846-76.9% | $2,625-83.7% | $2,381-82.1% |
| Participant deferral / active EE | $1,181 | $2,626-55.0% | $3,311-64.3% | $3,470-66.0% |
| Admin fee / account holder | $4,243 | $4,027+5.4% | $5,131-17.3% | $4,888-13.2% |