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 9-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 | $33,735 | $86,929-61.2% | $102,423-67.1% | $80,856-58.3% |
| Participation rate | 60.7% | 72.4%-11.7pp | 76.5%-15.8pp | 67.6%-6.9pp |
| Annual return | 11.62% | 18.88%-7.3pp | 29.32%-17.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,853 | $2,369-21.8% | $3,023-38.7% | $2,755-32.7% |
| Participant deferral / active EE | $3,444 | $4,118-16.4% | $5,053-31.8% | $4,296-19.8% |
| Admin fee / account holder | $3,135 | $8,049-61.1% | $9,451-66.8% | $6,918-54.7% |