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 | $71,056 | $86,944-18.3% | $107,525-33.9% | $74,304-4.4% |
| Participation rate | 31.4% | 59.6%-28.2pp | 75.1%-43.7pp | 60.3%-29.0pp |
| Annual return | 14.00% | 23.52%-9.5pp | 181.32%-167.3pp | 29.43%-15.4pp |
| Employer contribution / active EE | $258 | $2,757-90.6% | $3,754-93.1% | $2,241-88.5% |
| Participant deferral / active EE | $1,701 | $3,554-52.2% | $5,116-66.8% | $3,767-54.9% |
| Admin fee / account holder | $2,297 | $3,727-38.4% | $8,919-74.2% | $2,969-22.6% |