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 | $98,437 | $74,927+31.4% | $101,794-3.3% | $84,808+16.1% |
| Participation rate | 67.2% | 61.4%+5.8pp | 69.2%-1.9pp | 68.3%-1.1pp |
| Annual return | 17.73% | 18.70%-1.0pp | 30.53%-12.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,033 | $3,099+30.1% | $4,084-1.3% | $4,212-4.2% |
| Admin fee / account holder | $3,613 | $6,514-44.5% | $8,777-58.8% | $7,344-50.8% |