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 | $26,222 | $95,862-72.6% | $79,550-67.0% | $134,475-80.5% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -18.39% | -2.69%-15.7pp | 0.16%-18.6pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,210 | $3,128-29.3% | $2,413-8.4% | $4,740-53.4% |
| Participant deferral / active EE | $3,563 | $4,693-24.1% | $3,985-10.6% | $6,400-44.3% |
| Admin fee / account holder | $3,928 | $9,126-57.0% | $6,832-42.5% | $11,426-65.6% |