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 | $31,207 | $84,402-63.0% | $61,373-49.2% | $134,475-76.8% |
| Participation rate | 56.3% | 62.2%-6.0pp | 52.6%+3.7pp | 81.2%-25.0pp |
| Annual return | -20.26% | 584.55%-604.8pp | 338.61%-358.9pp | 417.96%-438.2pp |
| Employer contribution / active EE | $192 | $1,544-87.6% | $1,159-83.4% | $4,740-95.9% |
| Participant deferral / active EE | $981 | $2,819-65.2% | $2,125-53.8% | $6,400-84.7% |
| Admin fee / account holder | $928 | $2,585-64.1% | $2,130-56.4% | $11,426-91.9% |