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 10-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 | $84,460 | $198,466-57.4% | $170,442-50.4% | $147,584-42.8% |
| Participation rate | 54.5% | 88.0%-33.4pp | 83.6%-29.1pp | 82.8%-28.3pp |
| Annual return | 10.64% | 257.29%-246.7pp | 205.93%-195.3pp | 578.55%-567.9pp |
| Employer contribution / active EE | $909 | $6,184-85.3% | $5,433-83.3% | $4,876-81.4% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,225 | $16,852-86.8% | $13,880-84.0% | $10,885-79.6% |