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 | $65,523 | $80,717-18.8% | $154,803-57.7% | $84,808-22.7% |
| Participation rate | 45.0% | 66.8%-21.8pp | 78.1%-33.1pp | 68.3%-23.3pp |
| Annual return | 14.59% | 37.96%-23.4pp | 58.88%-44.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $149 | $2,761-94.6% | $4,305-96.5% | $2,631-94.3% |
| Participant deferral / active EE | $1,430 | $3,303-56.7% | $5,540-74.2% | $4,212-66.0% |
| Admin fee / account holder | $3,209 | $6,746-52.4% | $14,329-77.6% | $7,344-56.3% |