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 5-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 | $93,663 | $76,050+23.2% | $96,544-3.0% | $71,457+31.1% |
| Participation rate | 53.2% | 74.4%-21.2pp | 76.0%-22.8pp | 67.9%-14.7pp |
| Annual return | 15.15% | 22.81%-7.7pp | 25.84%-10.7pp | 28.85%-13.7pp |
| Employer contribution / active EE | $536 | $2,244-76.1% | $2,965-81.9% | $2,588-79.3% |
| Participant deferral / active EE | $2,556 | $4,215-39.4% | $4,851-47.3% | $4,289-40.4% |
| Admin fee / account holder | $6,196 | $2,707+128.9% | $8,252-24.9% | $1,587+290.4% |