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 | $38,356 | $81,460-52.9% | $103,333-62.9% | $80,856-52.6% |
| Participation rate | 67.1% | 66.8%+0.3pp | 74.5%-7.4pp | 67.6%-0.5pp |
| Annual return | 25.41% | 25.55%-0.1pp | 24.88%+0.5pp | 35.59%-10.2pp |
| Employer contribution / active EE | $2,784 | $3,105-10.3% | $3,868-28.0% | $2,755+1.1% |
| Participant deferral / active EE | $3,699 | $3,869-4.4% | $5,057-26.9% | $4,296-13.9% |
| Admin fee / account holder | $6,915 | $6,566+5.3% | $8,355-17.2% | $6,9180% |