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 | $71,015 | $202,318-64.9% | $172,739-58.9% | $152,861-53.5% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 17.72% | 1029.65%-1011.9pp | 802.84%-785.1pp | 345.32%-327.6pp |
| Employer contribution / active EE | $606 | $5,856-89.6% | $5,143-88.2% | $4,762-87.3% |
| Participant deferral / active EE | $4,030 | $5,948-32.3% | $5,198-22.5% | $5,850-31.1% |
| Admin fee / account holder | $5,563 | $17,109-67.5% | $13,954-60.1% | $11,596-52.0% |