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 6-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 | $38,087 | $77,503-50.9% | $100,391-62.1% | $80,856-52.9% |
| Participation rate | 67.9% | 76.9%-9.1pp | 81.5%-13.6pp | 67.6%+0.2pp |
| Annual return | 13.01% | 37.20%-24.2pp | 49.20%-36.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,876 | $2,801+2.7% | $3,942-27.0% | $2,755+4.4% |
| Participant deferral / active EE | $3,807 | $6,820-44.2% | $8,082-52.9% | $4,296-11.4% |
| Admin fee / account holder | $3,382 | $5,897-42.7% | $7,899-57.2% | $6,918-51.1% |