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 | $43,808 | $77,899-43.8% | $149,673-70.7% | $75,163-41.7% |
| Participation rate | 29.3% | 65.6%-36.3pp | 78.8%-49.5pp | 67.2%-37.9pp |
| Annual return | 17.40% | 31.72%-14.3pp | 134.42%-117.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $253 | $3,137-91.9% | $4,818-94.8% | $2,670-90.5% |
| Participant deferral / active EE | $983 | $3,411-71.2% | $5,680-82.7% | $4,125-76.2% |
| Admin fee / account holder | $3,096 | $5,956-48.0% | $13,210-76.6% | $5,651-45.2% |