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 | $97,776 | $117,841-17.0% | $102,423-4.5% | $145,922-33.0% |
| Participation rate | 63.2% | 78.6%-15.4pp | 76.5%-13.3pp | 80.3%-17.1pp |
| Annual return | 16.36% | 31.65%-15.3pp | 29.32%-13.0pp | 561.29%-544.9pp |
| Employer contribution / active EE | $514 | $3,615-85.8% | $3,023-83.0% | $4,660-89.0% |
| Participant deferral / active EE | $3,675 | $5,731-35.9% | $5,053-27.3% | $6,688-45.0% |
| Admin fee / account holder | $301 | $13,326-97.7% | $9,451-96.8% | $13,397-97.8% |