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 | $78,322 | $63,861+22.6% | $104,607-25.1% | $79,858-1.9% |
| Participation rate | 26.5% | 64.9%-38.4pp | 74.1%-47.5pp | 69.6%-43.1pp |
| Annual return | 15.66% | 21.30%-5.6pp | 340.46%-324.8pp | 31.71%-16.1pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,068 | $2,693-23.2% | $3,740-44.7% | $3,740-44.7% |
| Admin fee / account holder | $4,084 | $4,185-2.4% | $6,473-36.9% | $5,306-23.0% |