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 | $41,351 | $76,552-46.0% | $123,892-66.6% | $62,891-34.2% |
| Participation rate | 61.5% | 73.0%-11.4pp | 81.4%-19.9pp | 69.3%-7.8pp |
| Annual return | 8.19% | 18.68%-10.5pp | 47.52%-39.3pp | 20.14%-12.0pp |
| Employer contribution / active EE | $339 | $2,883-88.3% | $4,617-92.7% | $2,281-85.2% |
| Participant deferral / active EE | $2,063 | $4,840-57.4% | $5,984-65.5% | $3,203-35.6% |
| Admin fee / account holder | $459 | $4,826-90.5% | $8,357-94.5% | $4,296-89.3% |