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 | $27,049 | $57,354-52.8% | $83,848-67.7% | $64,186-57.9% |
| Participation rate | 53.7% | 68.6%-14.9pp | 76.1%-22.4pp | 69.6%-15.9pp |
| Annual return | -4.28% | 11.38%-15.7pp | 850.88%-855.2pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,306 | $2,545-48.7% | $3,631-64.0% | $2,381-45.1% |
| Participant deferral / active EE | $2,764 | $2,993-7.7% | $4,082-32.3% | $3,470-20.3% |
| Admin fee / account holder | $3,932 | $4,046-2.8% | $5,478-28.2% | $4,888-19.6% |