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 | $120,672 | $214,378-43.7% | $200,582-39.8% | $142,382-15.2% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 12.91% | 46.41%-33.5pp | 42.33%-29.4pp | 217.08%-204.2pp |
| Employer contribution / active EE | $836 | $6,841-87.8% | $6,419-87.0% | $4,299-80.6% |
| Participant deferral / active EE | $3,650 | $9,865-63.0% | $9,331-60.9% | $6,507-43.9% |
| Admin fee / account holder | $48,377 | $17,692+173.4% | $16,305+196.7% | $12,624+283.2% |