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 | $22,087 | $54,350-59.4% | $82,719-73.3% | $68,494-67.8% |
| Participation rate | 40.0% | 63.9%-23.9pp | 72.6%-32.6pp | 67.9%-27.9pp |
| Annual return | -17.67% | -13.67%-4.0pp | 701.18%-718.8pp | -7.84%-9.8pp |
| Employer contribution / active EE | $408 | $2,218-81.6% | $3,009-86.4% | $2,596-84.3% |
| Participant deferral / active EE | $2,795 | $3,246-13.9% | $4,395-36.4% | $4,027-30.6% |
| Admin fee / account holder | $2,899 | $4,395-34.0% | $5,329-45.6% | $5,403-46.3% |