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 9-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 | $27,978 | $157,256-82.2% | $141,162-80.2% | $152,861-81.7% |
| Participation rate | 43.5% | 84.8%-41.3pp | 82.5%-39.0pp | 82.4%-39.0pp |
| Annual return | 19.80% | 64.32%-44.5pp | 71.39%-51.6pp | 345.32%-325.5pp |
| Employer contribution / active EE | $925 | $5,261-82.4% | $4,735-80.5% | $4,762-80.6% |
| Participant deferral / active EE | $3,431 | $7,109-51.7% | $6,709-48.9% | $5,850-41.4% |
| Admin fee / account holder | $449 | $12,120-96.3% | $10,261-95.6% | $11,596-96.1% |