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 | $28,657 | $163,101-82.4% | $136,749-79.0% | $142,382-79.9% |
| Participation rate | 36.4% | 78.2%-41.9pp | 72.1%-35.8pp | 80.1%-43.8pp |
| Annual return | 11.81% | 27.54%-15.7pp | 24.33%-12.5pp | 217.08%-205.3pp |
| Employer contribution / active EE | $529 | $4,117-87.2% | $3,400-84.5% | $4,299-87.7% |
| Participant deferral / active EE | $1,794 | $5,585-67.9% | $4,692-61.8% | $6,507-72.4% |
| Admin fee / account holder | $2,530 | $14,318-82.3% | $11,386-77.8% | $12,624-80.0% |