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 | $27,645 | $80,724-65.8% | $103,333-73.2% | $74,495-62.9% |
| Participation rate | 34.9% | 65.7%-30.8pp | 74.5%-39.6pp | 67.2%-32.3pp |
| Annual return | 16.52% | 27.56%-11.0pp | 24.88%-8.4pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $331 | $3,157-89.5% | $3,868-91.5% | $2,623-87.4% |
| Participant deferral / active EE | $2,665 | $3,860-31.0% | $5,057-47.3% | $4,346-38.7% |
| Admin fee / account holder | $1,975 | $2,368-16.6% | $8,355-76.4% | $1,942+1.7% |