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 8-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 | $28,131 | $27,641+1.8% | $61,373-54.2% | $68,494-58.9% |
| Participation rate | 23.9% | 39.5%-15.6pp | 52.6%-28.7pp | 67.9%-44.0pp |
| Annual return | -20.71% | -13.24%-7.5pp | 338.61%-359.3pp | -7.84%-12.9pp |
| Employer contribution / active EE | $615 | $695-11.6% | $1,159-47.0% | $2,596-76.3% |
| Participant deferral / active EE | $1,240 | $1,263-1.9% | $2,125-41.7% | $4,027-69.2% |
| Admin fee / account holder | $1,077 | $2,010-46.4% | $2,130-49.4% | $5,403-80.1% |