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 | $39,315 | $76,000-48.3% | $154,107-74.5% | $64,186-38.7% |
| Participation rate | 33.3% | 70.4%-37.1pp | 83.0%-49.7pp | 69.6%-36.2pp |
| Annual return | -5.18% | 30.32%-35.5pp | 735.12%-740.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $397 | $3,351-88.2% | $5,298-92.5% | $2,381-83.3% |
| Participant deferral / active EE | $4,064 | $3,175+28.0% | $5,081-20.0% | $3,470+17.1% |
| Admin fee / account holder | $11,484 | $5,596+105.2% | $13,411-14.4% | $4,888+134.9% |