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 | $34,682 | $80,717-57.0% | $154,803-77.6% | $84,808-59.1% |
| Participation rate | 32.7% | 66.8%-34.1pp | 78.1%-45.4pp | 68.3%-35.6pp |
| Annual return | 23.66% | 37.96%-14.3pp | 58.88%-35.2pp | 40.90%-17.2pp |
| Employer contribution / active EE | $696 | $2,761-74.8% | $4,305-83.8% | $2,631-73.6% |
| Participant deferral / active EE | $980 | $3,303-70.3% | $5,540-82.3% | $4,212-76.7% |
| Admin fee / account holder | $529 | $6,746-92.2% | $14,329-96.3% | $7,344-92.8% |