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 9-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 | $32,647 | $71,809-54.5% | $61,048-46.5% | $152,861-78.6% |
| Participation rate | 50.0% | 84.2%-34.2pp | 79.3%-29.3pp | 82.4%-32.4pp |
| Annual return | 20.96% | 29.74%-8.8pp | 26.18%-5.2pp | 345.32%-324.4pp |
| Employer contribution / active EE | $0 | $4,545-100.0% | $3,716-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,668 | $5,467+3.7% | $4,470+26.8% | $5,850-3.1% |
| Admin fee / account holder | $12,579 | $4,750+164.8% | $3,728+237.5% | $11,596+8.5% |