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 7-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 | $4,057 | $27,641-85.3% | $61,373-93.4% | $68,494-94.1% |
| Participation rate | 19.1% | 39.5%-20.3pp | 52.6%-33.4pp | 67.9%-48.7pp |
| Annual return | -17.47% | -13.24%-4.2pp | 338.61%-356.1pp | -7.84%-9.6pp |
| Employer contribution / active EE | $317 | $695-54.4% | $1,159-72.6% | $2,596-87.8% |
| Participant deferral / active EE | $317 | $1,263-74.9% | $2,125-85.1% | $4,027-92.1% |
| Admin fee / account holder | $689 | $2,010-65.7% | $2,130-67.6% | $5,403-87.2% |