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 4-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 | $89,697 | $214,378-58.2% | $200,582-55.3% | $142,382-37.0% |
| Participation rate | 33.3% | 87.4%-54.1pp | 86.9%-53.6pp | 80.1%-46.8pp |
| Annual return | 11.81% | 46.41%-34.6pp | 42.33%-30.5pp | 217.08%-205.3pp |
| Employer contribution / active EE | $520 | $6,841-92.4% | $6,419-91.9% | $4,299-87.9% |
| Participant deferral / active EE | $4,333 | $9,865-56.1% | $9,331-53.6% | $6,507-33.4% |
| Admin fee / account holder | $1,064 | $17,692-94.0% | $16,305-93.5% | $12,624-91.6% |