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 8-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 | $119,286 | $109,413+9.0% | $156,263-23.7% | $84,808+40.7% |
| Participation rate | 26.7% | 72.7%-46.0pp | 78.9%-52.2pp | 68.3%-41.6pp |
| Annual return | 16.86% | 20.18%-3.3pp | 59.47%-42.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $722 | $2,907-75.2% | $4,333-83.3% | $2,631-72.6% |
| Participant deferral / active EE | $2,471 | $4,590-46.2% | $6,158-59.9% | $4,212-41.3% |
| Admin fee / account holder | $754 | $9,357-91.9% | $14,255-94.7% | $7,344-89.7% |