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 8-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 | $39,514 | $33,067+19.5% | $76,523-48.4% | $56,287-29.8% |
| Participation rate | 31.3% | 55.4%-24.1pp | 68.0%-36.7pp | 69.9%-38.5pp |
| Annual return | -0.13% | 2.72%-2.8pp | -0.27%+0.1pp | -9.96%+9.8pp |
| Employer contribution / active EE | $644 | $1,200-46.3% | $2,647-75.7% | $2,111-69.5% |
| Participant deferral / active EE | $2,568 | $2,240+14.7% | $3,835-33.0% | $3,350-23.3% |
| Admin fee / account holder | $7,270 | $537+1254.0% | $4,848+49.9% | $521+1295.5% |