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.
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 | $100,416 | $183,519-45.3% | $155,509-35.4% | $145,922-31.2% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 13.22% | 61.17%-47.9pp | 64.67%-51.4pp | 561.29%-548.1pp |
| Employer contribution / active EE | $683 | $5,313-87.1% | $4,672-85.4% | $4,660-85.3% |
| Participant deferral / active EE | $4,206 | $6,462-34.9% | $5,626-25.2% | $6,688-37.1% |
| Admin fee / account holder | $463 | $19,313-97.6% | $15,912-97.1% | $13,397-96.5% |