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 | $17,901 | $39,798-55.0% | $67,711-73.6% | $59,632-70.0% |
| Participation rate | 59.0% | 57.4%+1.6pp | 67.5%-8.5pp | 68.7%-9.7pp |
| Annual return | -1.74% | 89.94%-91.7pp | 25.41%-27.1pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $261 | $1,393-81.3% | $2,559-89.8% | $2,203-88.2% |
| Participant deferral / active EE | $1,324 | $2,335-43.3% | $3,585-63.1% | $3,192-58.5% |
| Admin fee / account holder | $3,206 | $3,212-0.2% | $4,255-24.6% | $4,297-25.4% |