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 | $49,479 | $53,516-7.5% | $126,539-60.9% | $84,808-41.7% |
| Participation rate | 12.5% | 58.2%-45.7pp | 69.8%-57.3pp | 68.3%-55.8pp |
| Annual return | 19.15% | 58.34%-39.2pp | 425.95%-406.8pp | 40.90%-21.8pp |
| Employer contribution / active EE | $231 | $1,535-85.0% | $3,674-93.7% | $2,631-91.2% |
| Participant deferral / active EE | $1,237 | $2,671-53.7% | $4,083-69.7% | $4,212-70.6% |
| Admin fee / account holder | $9,395 | $4,497+108.9% | $6,065+54.9% | $7,344+27.9% |