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 7-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $92,633 | $65,561+41.3% | $86,188+7.5% | $75,163+23.2% |
| Participation rate | 43.3% | 60.5%-17.2pp | 69.0%-25.6pp | 67.2%-23.9pp |
| Annual return | 20.25% | 46.05%-25.8pp | 1168.45%-1148.2pp | 160.62%-140.4pp |
| Employer contribution / active EE | $195 | $1,553-87.5% | $2,380-91.8% | $2,670-92.7% |
| Participant deferral / active EE | $1,904 | $3,024-37.0% | $3,985-52.2% | $4,125-53.8% |
| Admin fee / account holder | $4,913 | $5,474-10.2% | $6,852-28.3% | $5,651-13.0% |