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 5-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 | $29,788 | $60,022-50.4% | $88,946-66.5% | $84,808-64.9% |
| Participation rate | 25.7% | 57.8%-32.1pp | 68.8%-43.1pp | 68.3%-42.6pp |
| Annual return | 19.30% | 22.43%-3.1pp | 57.82%-38.5pp | 40.90%-21.6pp |
| Employer contribution / active EE | $699 | $1,703-58.9% | $2,555-72.6% | $2,631-73.4% |
| Participant deferral / active EE | $1,040 | $3,114-66.6% | $4,581-77.3% | $4,212-75.3% |
| Admin fee / account holder | $681 | $4,811-85.8% | $8,261-91.8% | $7,344-90.7% |