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 | $26,504 | $71,883-63.1% | $86,677-69.4% | $68,494-61.3% |
| Participation rate | 57.5% | 72.2%-14.7pp | 76.6%-19.1pp | 67.9%-10.4pp |
| Annual return | -12.77% | 3.52%-16.3pp | 35.91%-48.7pp | -7.84%-4.9pp |
| Employer contribution / active EE | $1,127 | $2,173-48.1% | $2,836-60.3% | $2,596-56.6% |
| Participant deferral / active EE | $2,399 | $3,779-36.5% | $4,656-48.5% | $4,027-40.4% |
| Admin fee / account holder | $360 | $6,112-94.1% | $7,493-95.2% | $5,403-93.3% |