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 | $28,143 | $74,927-62.4% | $101,794-72.4% | $84,808-66.8% |
| Participation rate | 40.0% | 61.4%-21.4pp | 69.2%-29.2pp | 68.3%-28.3pp |
| Annual return | 17.60% | 18.70%-1.1pp | 30.53%-12.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,315 | $3,099-25.3% | $4,084-43.3% | $4,212-45.0% |
| Admin fee / account holder | $2,252 | $6,514-65.4% | $8,777-74.3% | $7,344-69.3% |