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 | $135,626 | $157,256-13.8% | $141,162-3.9% | $152,861-11.3% |
| Participation rate | 52.6% | 84.8%-32.2pp | 82.5%-29.8pp | 82.4%-29.8pp |
| Annual return | 20.30% | 64.32%-44.0pp | 71.39%-51.1pp | 345.32%-325.0pp |
| Employer contribution / active EE | $894 | $5,261-83.0% | $4,735-81.1% | $4,762-81.2% |
| Participant deferral / active EE | $7,690 | $7,109+8.2% | $6,709+14.6% | $5,850+31.4% |
| Admin fee / account holder | $15,421 | $12,120+27.2% | $10,261+50.3% | $11,596+33.0% |