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 | $57,163 | $102,616-44.3% | $81,983-30.3% | $158,922-64.0% |
| Participation rate | 30.0% | 75.5%-45.5pp | 69.2%-39.2pp | 82.0%-52.0pp |
| Annual return | 18.36% | 61.04%-42.7pp | 41.31%-23.0pp | 302.83%-284.5pp |
| Employer contribution / active EE | $360 | $3,240-88.9% | $2,498-85.6% | $4,761-92.4% |
| Participant deferral / active EE | $1,792 | $4,648-61.5% | $3,722-51.9% | $5,982-70.1% |
| Admin fee / account holder | $2,531 | $8,235-69.3% | $5,664-55.3% | $11,246-77.5% |