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 10-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 | $32,140 | $72,492-55.7% | $87,100-63.1% | $72,985-56.0% |
| Participation rate | 65.1% | 72.8%-7.8pp | 76.9%-11.8pp | 69.5%-4.4pp |
| Annual return | 20.99% | 24.46%-3.5pp | 28.19%-7.2pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,161 | $1,894-38.7% | $2,521-54.0% | $2,440-52.4% |
| Participant deferral / active EE | $3,387 | $3,270+3.6% | $4,049-16.3% | $3,607-6.1% |
| Admin fee / account holder | $1,380 | $5,055-72.7% | $7,497-81.6% | $5,124-73.1% |