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 10-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 | $99,647 | $177,572-43.9% | $154,803-35.6% | $142,382-30.0% |
| Participation rate | 8.7% | 82.1%-73.4pp | 78.1%-69.4pp | 80.1%-71.4pp |
| Annual return | 15.68% | 65.07%-49.4pp | 58.88%-43.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $273 | $4,810-94.3% | $4,305-93.7% | $4,299-93.6% |
| Participant deferral / active EE | $3,111 | $6,272-50.4% | $5,540-43.8% | $6,507-52.2% |
| Admin fee / account holder | $1,822 | $16,786-89.1% | $14,329-87.3% | $12,624-85.6% |