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 5-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.
Participant 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 | $196,439 | $117,983+66.5% | $101,794+93.0% | $142,382+38.0% |
| Participation rate | 52.4% | 74.2%-21.8pp | 69.2%-16.8pp | 80.1%-27.7pp |
| Annual return | 18.19% | 36.92%-18.7pp | 30.53%-12.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $912 | $2,773-67.1% | $2,289-60.1% | $4,299-78.8% |
| Participant deferral / active EE | $779 | $4,714-83.5% | $4,084-80.9% | $6,507-88.0% |
| Admin fee / account holder | $35,260 | $10,433+238.0% | $8,777+301.7% | $12,624+179.3% |