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 | $31,533 | $62,586-49.6% | $76,768-58.9% | $64,186-50.9% |
| Participation rate | 46.8% | 72.8%-26.0pp | 77.0%-30.1pp | 69.6%-22.7pp |
| Annual return | -7.24% | -1.95%-5.3pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,265 | $1,832-30.9% | $2,485-49.1% | $2,381-46.9% |
| Participant deferral / active EE | $2,693 | $3,145-14.4% | $3,852-30.1% | $3,470-22.4% |
| Admin fee / account holder | $1,814 | $4,667-61.1% | $6,675-72.8% | $4,888-62.9% |