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 | $22,907 | $63,355-63.8% | $91,989-75.1% | $72,985-68.6% |
| Participation rate | 36.4% | 72.5%-36.2pp | 78.6%-42.3pp | 69.5%-33.1pp |
| Annual return | 22.81% | 35.35%-12.5pp | 69.02%-46.2pp | 81.00%-58.2pp |
| Employer contribution / active EE | $247 | $2,116-88.3% | $3,452-92.8% | $2,440-89.9% |
| Participant deferral / active EE | $4,583 | $4,883-6.1% | $5,923-22.6% | $3,607+27.0% |
| Admin fee / account holder | $4,899 | $4,668+4.9% | $7,743-36.7% | $5,124-4.4% |