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 | $43,935 | $57,354-23.4% | $83,848-47.6% | $64,186-31.5% |
| Participation rate | 47.5% | 68.6%-21.1pp | 76.1%-28.6pp | 69.6%-22.0pp |
| Annual return | -8.19% | 11.38%-19.6pp | 850.88%-859.1pp | 7.63%-15.8pp |
| Employer contribution / active EE | $623 | $2,545-75.5% | $3,631-82.8% | $2,381-73.8% |
| Participant deferral / active EE | $1,977 | $2,993-33.9% | $4,082-51.6% | $3,470-43.0% |
| Admin fee / account holder | $9,736 | $4,046+140.7% | $5,478+77.7% | $4,888+99.2% |