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 | $34,444 | $57,354-39.9% | $83,848-58.9% | $64,186-46.3% |
| Participation rate | 44.0% | 68.6%-24.6pp | 76.1%-32.1pp | 69.6%-25.6pp |
| Annual return | -8.05% | 11.38%-19.4pp | 850.88%-858.9pp | 7.63%-15.7pp |
| Employer contribution / active EE | $928 | $2,545-63.5% | $3,631-74.4% | $2,381-61.0% |
| Participant deferral / active EE | $3,314 | $2,993+10.7% | $4,082-18.8% | $3,470-4.5% |
| Admin fee / account holder | $748 | $4,046-81.5% | $5,478-86.3% | $4,888-84.7% |