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 | $30,739 | $107,791-71.5% | $90,645-66.1% | $135,375-77.3% |
| Participation rate | 61.9% | 78.0%-16.1pp | 74.0%-12.1pp | 82.6%-20.7pp |
| Annual return | -1.09% | -0.90%-0.2pp | 1.88%-3.0pp | 519.73%-520.8pp |
| Employer contribution / active EE | $2,431 | $3,018-19.4% | $2,532-4.0% | $4,779-49.1% |
| Participant deferral / active EE | $3,856 | $3,872-0.4% | $3,425+12.6% | $5,609-31.3% |
| Admin fee / account holder | $6,512 | $5,930+9.8% | $4,994+30.4% | $10,827-39.9% |