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 | $39,014 | $76,670-49.1% | $96,683-59.6% | $71,457-45.4% |
| Participation rate | 44.4% | 66.6%-22.2pp | 74.3%-30.0pp | 67.9%-23.6pp |
| Annual return | 16.85% | 48.29%-31.4pp | 35.69%-18.8pp | 28.85%-12.0pp |
| Employer contribution / active EE | $1 | $3,031-100.0% | $3,737-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,399 | $3,771-36.4% | $4,878-50.8% | $4,289-44.1% |
| Admin fee / account holder | $3,761 | $2,028+85.4% | $6,730-44.1% | $1,587+136.9% |