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 3-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 | $25,461 | $74,888-66.0% | $71,209-64.2% | $142,382-82.1% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 15.47% | 345.14%-329.7pp | 282.51%-267.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $370 | $2,854-87.0% | $2,721-86.4% | $4,299-91.4% |
| Participant deferral / active EE | $1,562 | $4,454-64.9% | $4,175-62.6% | $6,507-76.0% |
| Admin fee / account holder | $2,565 | $5,568-53.9% | $5,349-52.1% | $12,624-79.7% |