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 | $48,541 | $176,056-72.4% | $159,436-69.6% | $167,490-71.0% |
| Participation rate | 21.4% | 84.9%-63.5pp | 82.8%-61.4pp | 82.1%-60.7pp |
| Annual return | 18.77% | 331.75%-313.0pp | 263.57%-244.8pp | 478.56%-459.8pp |
| Employer contribution / active EE | $770 | $5,297-85.5% | $4,829-84.1% | $4,837-84.1% |
| Participant deferral / active EE | $2,790 | $7,750-64.0% | $7,352-62.1% | $6,341-56.0% |
| Admin fee / account holder | $1,515 | $12,554-87.9% | $10,799-86.0% | $12,309-87.7% |