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 | $38,871 | $91,190-57.4% | $178,490-78.2% | $79,858-51.3% |
| Participation rate | 34.5% | 69.2%-34.7pp | 81.9%-47.4pp | 69.6%-35.2pp |
| Annual return | 20.84% | 24.19%-3.3pp | 151.07%-130.2pp | 31.71%-10.9pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,245 | $3,236-61.5% | $5,202-76.1% | $3,740-66.7% |
| Admin fee / account holder | $1,005 | $6,751-85.1% | $13,984-92.8% | $5,306-81.1% |