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 | $19,873 | $57,354-65.4% | $83,848-76.3% | $64,186-69.0% |
| Participation rate | 63.3% | 68.6%-5.3pp | 76.1%-12.8pp | 69.6%-6.2pp |
| Annual return | -8.09% | 11.38%-19.5pp | 850.88%-859.0pp | 7.63%-15.7pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,520 | $2,993-15.8% | $4,082-38.3% | $3,470-27.4% |
| Admin fee / account holder | $977 | $4,046-75.9% | $5,478-82.2% | $4,888-80.0% |