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 4-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 | $33,620 | $81,460-58.7% | $103,333-67.5% | $80,856-58.4% |
| Participation rate | 59.1% | 66.8%-7.7pp | 74.5%-15.4pp | 67.6%-8.5pp |
| Annual return | 16.05% | 25.55%-9.5pp | 24.88%-8.8pp | 35.59%-19.5pp |
| Employer contribution / active EE | $2,426 | $3,105-21.9% | $3,868-37.3% | $2,755-11.9% |
| Participant deferral / active EE | $4,931 | $3,869+27.5% | $5,057-2.5% | $4,296+14.8% |
| Admin fee / account holder | $3,003 | $6,566-54.3% | $8,355-64.1% | $6,918-56.6% |