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 | $29,135 | $68,719-57.6% | $91,541-68.2% | $84,808-65.6% |
| Participation rate | 68.4% | 64.5%+3.9pp | 69.8%-1.4pp | 68.3%+0.1pp |
| Annual return | 14.37% | 19.12%-4.8pp | 20.50%-6.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,168 | $1,920+12.9% | $2,505-13.4% | $2,631-17.6% |
| Participant deferral / active EE | $4,319 | $3,136+37.7% | $4,008+7.8% | $4,212+2.5% |
| Admin fee / account holder | $2,303 | $5,786-60.2% | $6,956-66.9% | $7,344-68.6% |