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 | $75,527 | $154,117-51.0% | $129,995-41.9% | $139,434-45.8% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 19.31% | 32.48%-13.2pp | -137.18%+156.5pp | 372.94%-353.6pp |
| Employer contribution / active EE | $800 | $5,289-84.9% | $4,320-81.5% | $4,751-83.2% |
| Participant deferral / active EE | $2,806 | $6,710-58.2% | $5,820-51.8% | $6,710-58.2% |
| Admin fee / account holder | $3,213 | $14,007-77.1% | $10,614-69.7% | $11,403-71.8% |