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 | $31,718 | $53,777-41.0% | $134,143-76.4% | $79,858-60.3% |
| Participation rate | 46.2% | 58.8%-12.6pp | 72.2%-26.0pp | 69.6%-23.5pp |
| Annual return | 13.55% | 19.01%-5.5pp | 36.33%-22.8pp | 31.71%-18.2pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,605 | $2,420-33.7% | $3,499-54.1% | $3,740-57.1% |
| Admin fee / account holder | $1,542 | $3,984-61.3% | $6,684-76.9% | $5,306-70.9% |