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 | $42,219 | $72,404-41.7% | $110,238-61.7% | $64,186-34.2% |
| Participation rate | 67.3% | 73.3%-6.1pp | 79.8%-12.5pp | 69.6%-2.3pp |
| Annual return | -6.83% | -6.29%-0.5pp | 314.74%-321.6pp | 7.63%-14.5pp |
| Employer contribution / active EE | $853 | $2,282-62.6% | $3,826-77.7% | $2,381-64.2% |
| Participant deferral / active EE | $2,170 | $3,469-37.5% | $4,672-53.6% | $3,470-37.5% |
| Admin fee / account holder | $5,500 | $5,664-2.9% | $8,547-35.6% | $4,888+12.5% |