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 | $51,943 | $107,334-51.6% | $92,893-44.1% | $152,861-66.0% |
| Participation rate | 53.3% | 79.8%-26.5pp | 76.0%-22.7pp | 82.4%-29.1pp |
| Annual return | 23.17% | 145.58%-122.4pp | 109.41%-86.2pp | 345.32%-322.1pp |
| Employer contribution / active EE | $278 | $4,221-93.4% | $3,653-92.4% | $4,762-94.2% |
| Participant deferral / active EE | $1,599 | $4,845-67.0% | $4,236-62.3% | $5,850-72.7% |
| Admin fee / account holder | $1,411 | $7,079-80.1% | $5,794-75.7% | $11,596-87.8% |