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 | $30,133 | $27,641+9.0% | $61,373-50.9% | $68,494-56.0% |
| Participation rate | 31.3% | 39.5%-8.2pp | 52.6%-21.3pp | 67.9%-36.6pp |
| Annual return | -14.54% | -13.24%-1.3pp | 338.61%-353.1pp | -7.84%-6.7pp |
| Employer contribution / active EE | $229 | $695-67.1% | $1,159-80.3% | $2,596-91.2% |
| Participant deferral / active EE | $955 | $1,263-24.4% | $2,125-55.0% | $4,027-76.3% |
| Admin fee / account holder | $3,841 | $2,010+91.1% | $2,130+80.4% | $5,403-28.9% |