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 | $19,924 | $82,664-75.9% | $125,339-84.1% | $68,494-70.9% |
| Participation rate | 52.6% | 75.0%-22.4pp | 82.4%-29.7pp | 67.9%-15.3pp |
| Annual return | -15.44% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,875 | $3,381-44.5% | $4,814-61.1% | $2,596-27.8% |
| Participant deferral / active EE | $4,665 | $6,110-23.6% | $7,446-37.3% | $4,027+15.8% |
| Admin fee / account holder | $3,196 | $6,275-49.1% | $10,010-68.1% | $5,403-40.9% |