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 | $44,888 | $109,881-59.1% | $150,045-70.1% | $84,808-47.1% |
| Participation rate | 67.7% | 76.1%-8.3pp | 82.3%-14.6pp | 68.3%-0.6pp |
| Annual return | 18.57% | 28.25%-9.7pp | 62.55%-44.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $530 | $3,561-85.1% | $4,693-88.7% | $2,631-79.9% |
| Participant deferral / active EE | $5,221 | $6,636-21.3% | $7,997-34.7% | $4,212+24.0% |
| Admin fee / account holder | $1,849 | $8,568-78.4% | $13,435-86.2% | $7,344-74.8% |