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 3-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 | $60,736 | $101,724-40.3% | $164,813-63.1% | $80,856-24.9% |
| Participation rate | 47.8% | 71.8%-24.0pp | 78.6%-30.8pp | 67.6%-19.8pp |
| Annual return | 43.17% | 16.72%+26.5pp | 69.93%-26.8pp | 35.59%+7.6pp |
| Employer contribution / active EE | $708 | $2,953-76.0% | $4,341-83.7% | $2,755-74.3% |
| Participant deferral / active EE | $2,521 | $4,477-43.7% | $6,031-58.2% | $4,296-41.3% |
| Admin fee / account holder | $14,651 | $8,227+78.1% | $12,690+15.5% | $6,918+111.8% |