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 10-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 | $53,460 | $103,376-48.3% | $87,100-38.6% | $152,861-65.0% |
| Participation rate | 65.2% | 79.3%-14.1pp | 76.9%-11.7pp | 82.4%-17.2pp |
| Annual return | 18.77% | 28.10%-9.3pp | 28.19%-9.4pp | 345.32%-326.5pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,801 | $4,778-62.3% | $4,049-55.5% | $5,850-69.2% |
| Admin fee / account holder | $2,874 | $12,205-76.5% | $7,497-61.7% | $11,596-75.2% |