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 | $52,140 | $85,202-38.8% | $172,739-69.8% | $72,985-28.6% |
| Participation rate | 50.9% | 70.1%-19.1pp | 82.6%-31.7pp | 69.5%-18.5pp |
| Annual return | 24.97% | 27.32%-2.4pp | 802.84%-777.9pp | 81.00%-56.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,545 | $3,260+39.4% | $5,198-12.6% | $3,607+26.0% |
| Admin fee / account holder | $2,474 | $5,884-58.0% | $13,954-82.3% | $5,124-51.7% |