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 | $23,083 | $43,723-47.2% | $121,196-81.0% | $64,186-64.0% |
| Participation rate | 60.9% | 58.3%+2.5pp | 71.7%-10.9pp | 69.6%-8.7pp |
| Annual return | -2.61% | 68.91%-71.5pp | 16.93%-19.5pp | 7.63%-10.2pp |
| Employer contribution / active EE | $836 | $1,296-35.5% | $4,022-79.2% | $2,381-64.9% |
| Participant deferral / active EE | $1,463 | $2,280-35.8% | $3,344-56.3% | $3,470-57.8% |
| Admin fee / account holder | $1,337 | $3,501-61.8% | $5,019-73.4% | $4,888-72.7% |