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 | $9,093 | $27,641-67.1% | $61,373-85.2% | $68,494-86.7% |
| Participation rate | 24.4% | 39.5%-15.1pp | 52.6%-28.2pp | 67.9%-43.5pp |
| Annual return | -20.95% | -13.24%-7.7pp | 338.61%-359.6pp | -7.84%-13.1pp |
| Employer contribution / active EE | $429 | $695-38.4% | $1,159-63.0% | $2,596-83.5% |
| Participant deferral / active EE | $1,153 | $1,263-8.7% | $2,125-45.8% | $4,027-71.4% |
| Admin fee / account holder | $693 | $2,010-65.5% | $2,130-67.5% | $5,403-87.2% |