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 | $33,152 | $114,381-71.0% | $107,525-69.2% | $142,382-76.7% |
| Participation rate | 44.4% | 78.1%-33.7pp | 75.1%-30.6pp | 80.1%-35.7pp |
| Annual return | 14.32% | 242.71%-228.4pp | 181.32%-167.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,157 | $4,015-71.2% | $3,754-69.2% | $4,299-73.1% |
| Participant deferral / active EE | $2,286 | $5,564-58.9% | $5,116-55.3% | $6,507-64.9% |
| Admin fee / account holder | $9,613 | $9,860-2.5% | $8,919+7.8% | $12,624-23.9% |