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 | $48,843 | $81,460-40.0% | $103,333-52.7% | $80,856-39.6% |
| Participation rate | 66.7% | 66.8%-0.2pp | 74.5%-7.8pp | 67.6%-1.0pp |
| Annual return | 31.45% | 25.55%+5.9pp | 24.88%+6.6pp | 35.59%-4.1pp |
| Employer contribution / active EE | $610 | $3,105-80.4% | $3,868-84.2% | $2,755-77.9% |
| Participant deferral / active EE | $3,804 | $3,869-1.7% | $5,057-24.8% | $4,296-11.4% |
| Admin fee / account holder | $4,086 | $6,566-37.8% | $8,355-51.1% | $6,918-40.9% |