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 | $26,386 | $83,427-68.4% | $115,756-77.2% | $68,494-61.5% |
| Participation rate | 64.7% | 71.9%-7.2pp | 77.1%-12.4pp | 67.9%-3.2pp |
| Annual return | -17.33% | -10.95%-6.4pp | 143.14%-160.5pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,422 | $3,075-53.7% | $3,793-62.5% | $2,596-45.2% |
| Participant deferral / active EE | $2,075 | $5,355-61.3% | $6,254-66.8% | $4,027-48.5% |
| Admin fee / account holder | $2,155 | $5,708-62.2% | $8,124-73.5% | $5,403-60.1% |