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 6-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 | $53,749 | $167,307-67.9% | $143,757-62.6% | $134,475-60.0% |
| Participation rate | 42.9% | 84.8%-42.0pp | 80.3%-37.4pp | 81.2%-38.4pp |
| Annual return | -18.53% | 0.46%-19.0pp | -0.04%-18.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $4,609 | $5,619-18.0% | $4,951-6.9% | $4,740-2.8% |
| Participant deferral / active EE | $3,371 | $6,446-47.7% | $5,637-40.2% | $6,400-47.3% |
| Admin fee / account holder | $542 | $18,088-97.0% | $14,673-96.3% | $11,426-95.3% |