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 | $57,524 | $101,724-43.5% | $164,813-65.1% | $80,856-28.9% |
| Participation rate | 30.0% | 71.8%-41.8pp | 78.6%-48.6pp | 67.6%-37.6pp |
| Annual return | 27.37% | 16.72%+10.7pp | 69.93%-42.6pp | 35.59%-8.2pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,400 | $4,477-46.4% | $6,031-60.2% | $4,296-44.1% |
| Admin fee / account holder | $6,105 | $8,227-25.8% | $12,690-51.9% | $6,918-11.7% |