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 | $22,900 | $74,927-69.4% | $101,794-77.5% | $84,808-73.0% |
| Participation rate | 63.9% | 61.4%+2.5pp | 69.2%-5.3pp | 68.3%-4.4pp |
| Annual return | 15.80% | 18.70%-2.9pp | 30.53%-14.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $889 | $1,522-41.6% | $2,289-61.2% | $2,631-66.2% |
| Participant deferral / active EE | $4,223 | $3,099+36.2% | $4,084+3.4% | $4,212+0.3% |
| Admin fee / account holder | $5,699 | $6,514-12.5% | $8,777-35.1% | $7,344-22.4% |