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 | $23,143 | $35,183-34.2% | $73,545-68.5% | $70,131-67.0% |
| Participation rate | 33.3% | 42.9%-9.6pp | 54.9%-21.6pp | 69.5%-36.2pp |
| Annual return | 14.14% | 26.90%-12.8pp | -15.16%+29.3pp | 73.14%-59.0pp |
| Employer contribution / active EE | $178 | $709-74.9% | $1,219-85.4% | $2,342-92.4% |
| Participant deferral / active EE | $397 | $1,220-67.5% | $1,806-78.0% | $3,332-88.1% |
| Admin fee / account holder | $328 | $2,302-85.8% | $2,320-85.9% | $4,645-92.9% |