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 | $18,888 | $73,867-74.4% | $143,757-86.9% | $68,494-72.4% |
| Participation rate | 38.8% | 66.7%-27.9pp | 80.3%-41.6pp | 67.9%-29.1pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $537 | $3,184-83.1% | $4,951-89.2% | $2,596-79.3% |
| Participant deferral / active EE | $2,002 | $3,384-40.9% | $5,637-64.5% | $4,027-50.3% |
| Admin fee / account holder | $5,958 | $5,755+3.5% | $14,673-59.4% | $5,403+10.3% |