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 | $29,575 | $45,566-35.1% | $64,105-53.9% | $59,632-50.4% |
| Participation rate | 56.8% | 60.2%-3.3pp | 68.2%-11.4pp | 68.7%-11.9pp |
| Annual return | -2.55% | 4.95%-7.5pp | 791.24%-793.8pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $1,081 | $934+15.7% | $1,820-40.6% | $2,203-50.9% |
| Participant deferral / active EE | $1,740 | $2,057-15.4% | $2,822-38.3% | $3,192-45.5% |
| Admin fee / account holder | $2,930 | $3,268-10.3% | $4,499-34.9% | $4,297-31.8% |