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.
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 | $64,525 | $159,602-59.6% | $150,045-57.0% | $142,382-54.7% |
| Participation rate | 23.5% | 84.0%-60.4pp | 82.3%-58.8pp | 80.1%-56.6pp |
| Annual return | 19.42% | 70.24%-50.8pp | 62.55%-43.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,486 | $8,310-70.1% | $7,997-68.9% | $6,507-61.8% |
| Admin fee / account holder | $522 | $14,846-96.5% | $13,435-96.1% | $12,624-95.9% |