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 3-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 | $37,360 | $81,460-54.1% | $103,333-63.8% | $80,856-53.8% |
| Participation rate | 61.3% | 66.8%-5.6pp | 74.5%-13.2pp | 67.6%-6.3pp |
| Annual return | 15.26% | 25.55%-10.3pp | 24.88%-9.6pp | 35.59%-20.3pp |
| Employer contribution / active EE | $906 | $3,105-70.8% | $3,868-76.6% | $2,755-67.1% |
| Participant deferral / active EE | $4,002 | $3,869+3.4% | $5,057-20.9% | $4,296-6.8% |
| Admin fee / account holder | $8,987 | $6,566+36.9% | $8,355+7.6% | $6,918+29.9% |