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 | $22,309 | $62,603-64.4% | $104,294-78.6% | $66,914-66.7% |
| Participation rate | 31.2% | 59.6%-28.4pp | 73.3%-42.1pp | 69.8%-38.6pp |
| Annual return | -17.79% | -14.70%-3.1pp | 24.61%-42.4pp | 1.58%-19.4pp |
| Employer contribution / active EE | $705 | $1,972-64.2% | $3,372-79.1% | $2,544-72.3% |
| Participant deferral / active EE | $1,439 | $2,853-49.6% | $4,625-68.9% | $4,237-66.0% |
| Admin fee / account holder | $1,752 | $656+167.2% | $7,339-76.1% | $593+195.4% |