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 | $39,355 | $45,566-13.6% | $64,105-38.6% | $59,632-34.0% |
| Participation rate | 43.8% | 60.2%-16.4pp | 68.2%-24.4pp | 68.7%-24.9pp |
| Annual return | -1.57% | 4.95%-6.5pp | 791.24%-792.8pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $469 | $934-49.8% | $1,820-74.2% | $2,203-78.7% |
| Participant deferral / active EE | $2,260 | $2,057+9.9% | $2,822-19.9% | $3,192-29.2% |
| Admin fee / account holder | $1,997 | $3,268-38.9% | $4,499-55.6% | $4,297-53.5% |