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 | $35,943 | $51,175-29.8% | $70,515-49.0% | $75,163-52.2% |
| Participation rate | 66.7% | 60.9%+5.7pp | 68.3%-1.7pp | 67.2%-0.5pp |
| Annual return | 19.73% | 30.02%-10.3pp | 32.77%-13.0pp | 160.62%-140.9pp |
| Employer contribution / active EE | $2,759 | $1,826+51.1% | $2,973-7.2% | $2,670+3.3% |
| Participant deferral / active EE | $2,719 | $2,849-4.6% | $4,567-40.5% | $4,125-34.1% |
| Admin fee / account holder | $801 | $4,091-80.4% | $6,412-87.5% | $5,651-85.8% |