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 | $29,497 | $129,942-77.3% | $104,294-71.7% | $134,475-78.1% |
| Participation rate | 46.2% | 79.5%-33.4pp | 73.3%-27.1pp | 81.2%-35.1pp |
| Annual return | -18.98% | 42.03%-61.0pp | 24.61%-43.6pp | 417.96%-436.9pp |
| Employer contribution / active EE | $0 | $4,184-100.0% | $3,372-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $9,049 | $5,588+61.9% | $4,625+95.7% | $6,400+41.4% |
| Admin fee / account holder | $7,578 | $9,323-18.7% | $7,339+3.3% | $11,426-33.7% |