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 | $32,355 | $73,867-56.2% | $143,757-77.5% | $68,494-52.8% |
| Participation rate | 31.5% | 66.7%-35.2pp | 80.3%-48.8pp | 67.9%-36.4pp |
| Annual return | -17.85% | 1.01%-18.9pp | -0.04%-17.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $595 | $3,184-81.3% | $4,951-88.0% | $2,596-77.1% |
| Participant deferral / active EE | $1,560 | $3,384-53.9% | $5,637-72.3% | $4,027-61.3% |
| Admin fee / account holder | $579 | $5,755-89.9% | $14,673-96.1% | $5,403-89.3% |