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 6-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 | $8,420 | $88,594-90.5% | $70,092-88.0% | $134,475-93.7% |
| Participation rate | 65.2% | 74.9%-9.7pp | 70.5%-5.3pp | 81.2%-16.0pp |
| Annual return | -11.29% | 442.67%-454.0pp | 190.73%-202.0pp | 417.96%-429.3pp |
| Employer contribution / active EE | $1,506 | $3,233-53.4% | $2,559-41.1% | $4,740-68.2% |
| Participant deferral / active EE | $2,603 | $4,772-45.5% | $3,849-32.4% | $6,400-59.3% |
| Admin fee / account holder | $310 | $10,441-97.0% | $6,267-95.1% | $11,426-97.3% |