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 | $34,543 | $54,350-36.4% | $82,719-58.2% | $68,494-49.6% |
| Participation rate | 46.9% | 63.9%-17.0pp | 72.6%-25.7pp | 67.9%-21.0pp |
| Annual return | -14.45% | -13.67%-0.8pp | 701.18%-715.6pp | -7.84%-6.6pp |
| Employer contribution / active EE | $444 | $2,218-80.0% | $3,009-85.2% | $2,596-82.9% |
| Participant deferral / active EE | $1,161 | $3,246-64.2% | $4,395-73.6% | $4,027-71.2% |
| Admin fee / account holder | $4,286 | $4,395-2.5% | $5,329-19.6% | $5,403-20.7% |