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 | $23,434 | $48,265-51.4% | $68,791-65.9% | $68,494-65.8% |
| Participation rate | 55.8% | 60.7%-4.9pp | 69.0%-13.3pp | 67.9%-12.1pp |
| Annual return | -18.47% | -12.71%-5.8pp | -6.38%-12.1pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,037 | $1,829-43.3% | $2,655-60.9% | $2,596-60.1% |
| Participant deferral / active EE | $2,612 | $2,867-8.9% | $3,941-33.7% | $4,027-35.1% |
| Admin fee / account holder | $3,615 | $4,355-17.0% | $4,932-26.7% | $5,403-33.1% |