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 | $41,224 | $67,984-39.4% | $65,493-37.1% | $74,304-44.5% |
| Participation rate | 39.7% | 66.3%-26.6pp | 73.1%-33.4pp | 60.3%-20.6pp |
| Annual return | 16.90% | 19.87%-3.0pp | 982.45%-965.5pp | 29.43%-12.5pp |
| Employer contribution / active EE | $523 | $2,491-79.0% | $2,574-79.7% | $2,241-76.7% |
| Participant deferral / active EE | $2,142 | $3,346-36.0% | $3,961-45.9% | $3,767-43.1% |
| Admin fee / account holder | $2,460 | $1,373+79.2% | $5,028-51.1% | $2,969-17.1% |