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 8-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 | $43,571 | $81,460-46.5% | $103,333-57.8% | $80,856-46.1% |
| Participation rate | 61.5% | 66.8%-5.3pp | 74.5%-13.0pp | 67.6%-6.1pp |
| Annual return | 13.17% | 25.55%-12.4pp | 24.88%-11.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $377 | $3,105-87.8% | $3,868-90.2% | $2,755-86.3% |
| Participant deferral / active EE | $2,109 | $3,869-45.5% | $5,057-58.3% | $4,296-50.9% |
| Admin fee / account holder | $2,535 | $6,566-61.4% | $8,355-69.7% | $6,918-63.4% |