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 7-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 | $41,512 | $127,065-67.3% | $113,168-63.3% | $142,382-70.8% |
| Participation rate | 45.5% | 79.2%-33.8pp | 76.6%-31.1pp | 80.1%-34.7pp |
| Annual return | 14.21% | 24.03%-9.8pp | 24.27%-10.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $768 | $3,442-77.7% | $2,975-74.2% | $4,299-82.1% |
| Participant deferral / active EE | $2,200 | $5,716-61.5% | $5,107-56.9% | $6,507-66.2% |
| Admin fee / account holder | $18,060 | $15,736+14.8% | $12,068+49.7% | $12,624+43.1% |