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 8-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 | $23,647 | $53,516-55.8% | $126,539-81.3% | $84,808-72.1% |
| Participation rate | 60.0% | 58.2%+1.8pp | 69.8%-9.8pp | 68.3%-8.3pp |
| Annual return | 20.66% | 58.34%-37.7pp | 425.95%-405.3pp | 40.90%-20.2pp |
| Employer contribution / active EE | $1,424 | $1,535-7.2% | $3,674-61.2% | $2,631-45.9% |
| Participant deferral / active EE | $3,950 | $2,671+47.9% | $4,083-3.2% | $4,212-6.2% |
| Admin fee / account holder | $3,738 | $4,497-16.9% | $6,065-38.4% | $7,344-49.1% |