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 | $23,975 | $27,641-13.3% | $61,373-60.9% | $68,494-65.0% |
| Participation rate | 20.0% | 39.5%-19.5pp | 52.6%-32.6pp | 67.9%-47.9pp |
| Annual return | -17.49% | -13.24%-4.3pp | 338.61%-356.1pp | -7.84%-9.6pp |
| Employer contribution / active EE | $458 | $695-34.2% | $1,159-60.5% | $2,596-82.4% |
| Participant deferral / active EE | $1,000 | $1,263-20.8% | $2,125-52.9% | $4,027-75.2% |
| Admin fee / account holder | $719 | $2,010-64.2% | $2,130-66.2% | $5,403-86.7% |