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 | $24,228 | $105,860-77.1% | $90,749-73.3% | $134,475-82.0% |
| Participation rate | 55.6% | 78.2%-22.7pp | 75.7%-20.1pp | 81.2%-25.7pp |
| Annual return | -5.13% | -11.01%+5.9pp | -12.16%+7.0pp | 417.96%-423.1pp |
| Employer contribution / active EE | $879 | $3,462-74.6% | $2,921-69.9% | $4,740-81.5% |
| Participant deferral / active EE | $2,517 | $5,216-51.7% | $4,564-44.9% | $6,400-60.7% |
| Admin fee / account holder | $6,124 | $13,938-56.1% | $8,445-27.5% | $11,426-46.4% |