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 | $37,387 | $57,016-34.4% | $84,966-56.0% | $80,856-53.8% |
| Participation rate | 61.1% | 56.3%+4.8pp | 67.5%-6.4pp | 67.6%-6.5pp |
| Annual return | 13.26% | 21.66%-8.4pp | 66.38%-53.1pp | 35.59%-22.3pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,139 | $3,110+65.3% | $4,519+13.7% | $4,296+19.6% |
| Admin fee / account holder | $4,476 | $4,980-10.1% | $6,149-27.2% | $6,918-35.3% |