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 | $20,485 | $52,467-61.0% | $57,179-64.2% | $55,167-62.9% |
| Participation rate | 48.7% | 75.8%-27.2pp | 75.3%-26.7pp | 69.0%-20.3pp |
| Annual return | 8.06% | 7.72%+0.3pp | 14.59%-6.5pp | 169.23%-161.2pp |
| Employer contribution / active EE | $690 | $2,477-72.1% | $2,682-74.3% | $1,963-64.8% |
| Participant deferral / active EE | $2,867 | $2,830+1.3% | $3,096-7.4% | $3,054-6.1% |
| Admin fee / account holder | $2,717 | $269+909.6% | $3,139-13.5% | $504+439.1% |