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 | $35,340 | $57,354-38.4% | $83,848-57.9% | $64,186-44.9% |
| Participation rate | 66.7% | 68.6%-1.9pp | 76.1%-9.5pp | 69.6%-2.9pp |
| Annual return | -4.44% | 11.38%-15.8pp | 850.88%-855.3pp | 7.63%-12.1pp |
| Employer contribution / active EE | $649 | $2,545-74.5% | $3,631-82.1% | $2,381-72.7% |
| Participant deferral / active EE | $1,974 | $2,993-34.1% | $4,082-51.6% | $3,470-43.1% |
| Admin fee / account holder | $6,349 | $4,046+56.9% | $5,478+15.9% | $4,888+29.9% |