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 | $32,293 | $73,933-56.3% | $96,683-66.6% | $75,163-57.0% |
| Participation rate | 31.5% | 66.4%-34.9pp | 74.3%-42.9pp | 67.2%-35.7pp |
| Annual return | 22.12% | 26.70%-4.6pp | 35.69%-13.6pp | 160.62%-138.5pp |
| Employer contribution / active EE | $1,019 | $2,928-65.2% | $3,737-72.7% | $2,670-61.8% |
| Participant deferral / active EE | $2,504 | $3,659-31.5% | $4,878-48.7% | $4,125-39.3% |
| Admin fee / account holder | $501 | $5,216-90.4% | $6,730-92.6% | $5,651-91.1% |