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 | $57,705 | $54,541+5.8% | $78,778-26.7% | $70,131-17.7% |
| Participation rate | 26.8% | 60.8%-34.0pp | 69.2%-42.4pp | 69.5%-42.8pp |
| Annual return | 16.06% | 21.07%-5.0pp | 35.62%-19.6pp | 73.14%-57.1pp |
| Employer contribution / active EE | $14 | $1,089-98.7% | $1,986-99.3% | $2,342-99.4% |
| Participant deferral / active EE | $1,128 | $2,210-49.0% | $2,958-61.9% | $3,332-66.1% |
| Admin fee / account holder | $4,562 | $3,709+23.0% | $5,134-11.1% | $4,645-1.8% |