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 | $31,356 | $97,044-67.7% | $83,333-62.4% | $135,375-76.8% |
| Participation rate | 62.5% | 80.4%-17.9pp | 77.8%-15.3pp | 82.6%-20.1pp |
| Annual return | -6.68% | 12.31%-19.0pp | 10.63%-17.3pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,569 | $4,143-62.1% | $3,379-53.5% | $4,779-67.2% |
| Participant deferral / active EE | $2,665 | $5,964-55.3% | $5,565-52.1% | $5,609-52.5% |
| Admin fee / account holder | $341 | $8,380-95.9% | $7,510-95.5% | $10,827-96.9% |