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 | $20,997 | $82,664-74.6% | $125,339-83.2% | $68,494-69.3% |
| Participation rate | 34.2% | 75.0%-40.8pp | 82.4%-48.2pp | 67.9%-33.7pp |
| Annual return | -14.98% | -5.97%-9.0pp | 572.05%-587.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $912 | $3,381-73.0% | $4,814-81.1% | $2,596-64.9% |
| Participant deferral / active EE | $3,156 | $6,110-48.4% | $7,446-57.6% | $4,027-21.6% |
| Admin fee / account holder | $8,282 | $6,275+32.0% | $10,010-17.3% | $5,403+53.3% |