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 10-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 | $40,897 | $142,344-71.3% | $119,609-65.8% | $134,475-69.6% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.3%-15.6pp | 81.2%-17.6pp |
| Annual return | -5.19% | -12.44%+7.3pp | -14.97%+9.8pp | 417.96%-423.2pp |
| Employer contribution / active EE | $3,941 | $5,222-24.5% | $4,232-6.9% | $4,740-16.9% |
| Participant deferral / active EE | $4,924 | $6,469-23.9% | $5,602-12.1% | $6,400-23.1% |
| Admin fee / account holder | $108,588 | $13,584+699.4% | $10,323+951.9% | $11,426+850.4% |