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 9-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 | $23,974 | $69,010-65.3% | $159,960-85.0% | $68,494-65.0% |
| Participation rate | 50.0% | 65.4%-15.4pp | 78.0%-28.0pp | 67.9%-17.9pp |
| Annual return | -17.77% | -9.65%-8.1pp | 408.60%-426.4pp | -7.84%-9.9pp |
| Employer contribution / active EE | $742 | $2,213-66.5% | $4,226-82.4% | $2,596-71.4% |
| Participant deferral / active EE | $2,475 | $4,212-41.2% | $6,182-60.0% | $4,027-38.6% |
| Admin fee / account holder | $471 | $4,798-90.2% | $8,698-94.6% | $5,403-91.3% |