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 | $48,053 | $57,354-16.2% | $83,848-42.7% | $64,186-25.1% |
| Participation rate | 62.3% | 68.6%-6.3pp | 76.1%-13.9pp | 69.6%-7.3pp |
| Annual return | -7.02% | 11.38%-18.4pp | 850.88%-857.9pp | 7.63%-14.7pp |
| Employer contribution / active EE | $563 | $2,545-77.9% | $3,631-84.5% | $2,381-76.4% |
| Participant deferral / active EE | $2,759 | $2,993-7.8% | $4,082-32.4% | $3,470-20.5% |
| Admin fee / account holder | $2,158 | $4,046-46.7% | $5,478-60.6% | $4,888-55.9% |