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 | $59,546 | $64,324-7.4% | $118,925-49.9% | $79,858-25.4% |
| Participation rate | 21.1% | 64.9%-43.8pp | 75.4%-54.3pp | 69.6%-48.6pp |
| Annual return | 17.31% | 86.45%-69.1pp | 35.88%-18.6pp | 31.71%-14.4pp |
| Employer contribution / active EE | $462 | $1,836-74.9% | $3,263-85.9% | $2,471-81.3% |
| Participant deferral / active EE | $1,338 | $2,824-52.6% | $4,265-68.6% | $3,740-64.2% |
| Admin fee / account holder | $1,311 | $4,040-67.6% | $6,581-80.1% | $5,306-75.3% |