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 | $44,869 | $114,381-60.8% | $107,525-58.3% | $142,382-68.5% |
| Participation rate | 54.5% | 78.1%-23.6pp | 75.1%-20.5pp | 80.1%-25.6pp |
| Annual return | 24.02% | 242.71%-218.7pp | 181.32%-157.3pp | 217.08%-193.1pp |
| Employer contribution / active EE | $810 | $4,015-79.8% | $3,754-78.4% | $4,299-81.2% |
| Participant deferral / active EE | $3,988 | $5,564-28.3% | $5,116-22.0% | $6,507-38.7% |
| Admin fee / account holder | $1,499 | $9,860-84.8% | $8,919-83.2% | $12,624-88.1% |