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 | $33,880 | $101,724-66.7% | $164,813-79.4% | $80,856-58.1% |
| Participation rate | 38.9% | 71.8%-32.9pp | 78.6%-39.7pp | 67.6%-28.7pp |
| Annual return | 47.73% | 16.72%+31.0pp | 69.93%-22.2pp | 35.59%+12.1pp |
| Employer contribution / active EE | $342 | $2,953-88.4% | $4,341-92.1% | $2,755-87.6% |
| Participant deferral / active EE | $3,540 | $4,477-20.9% | $6,031-41.3% | $4,296-17.6% |
| Admin fee / account holder | $2,615 | $8,227-68.2% | $12,690-79.4% | $6,918-62.2% |