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 | $16,695 | $65,061-74.3% | $143,757-88.4% | $66,914-75.0% |
| Participation rate | 52.5% | 65.2%-12.7pp | 80.3%-27.8pp | 69.8%-17.3pp |
| Annual return | -10.75% | -11.14%+0.4pp | -0.04%-10.7pp | 1.58%-12.3pp |
| Employer contribution / active EE | $1,012 | $2,361-57.1% | $4,951-79.6% | $2,544-60.2% |
| Participant deferral / active EE | $2,709 | $2,919-7.2% | $5,637-51.9% | $4,237-36.1% |
| Admin fee / account holder | $1,504 | $502+199.6% | $14,673-89.7% | $593+153.5% |