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 | $48,485 | $74,927-35.3% | $101,794-52.4% | $84,808-42.8% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.2%-19.2pp | 68.3%-18.3pp |
| Annual return | 14.87% | 18.70%-3.8pp | 30.53%-15.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $279 | $1,522-81.7% | $2,289-87.8% | $2,631-89.4% |
| Participant deferral / active EE | $1,959 | $3,099-36.8% | $4,084-52.0% | $4,212-53.5% |
| Admin fee / account holder | $11,282 | $6,514+73.2% | $8,777+28.5% | $7,344+53.6% |