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 | $42,556 | $95,803-55.6% | $113,168-62.4% | $84,808-49.8% |
| Participation rate | 26.1% | 72.9%-46.8pp | 76.6%-50.5pp | 68.3%-42.2pp |
| Annual return | 18.59% | 25.00%-6.4pp | 24.27%-5.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $662 | $2,360-71.9% | $2,975-77.7% | $2,631-74.8% |
| Participant deferral / active EE | $2,728 | $4,242-35.7% | $5,107-46.6% | $4,212-35.2% |
| Admin fee / account holder | $744 | $8,989-91.7% | $12,068-93.8% | $7,344-89.9% |