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 6-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 | $90,481 | $175,202-48.4% | $149,673-39.5% | $139,434-35.1% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 24.35% | 166.71%-142.4pp | 134.42%-110.1pp | 372.94%-348.6pp |
| Employer contribution / active EE | $718 | $5,474-86.9% | $4,818-85.1% | $4,751-84.9% |
| Participant deferral / active EE | $10,600 | $6,519+62.6% | $5,680+86.6% | $6,710+58.0% |
| Admin fee / account holder | $388 | $16,150-97.6% | $13,210-97.1% | $11,403-96.6% |