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 | $27,547 | $56,053-50.9% | $75,972-63.7% | $80,856-65.9% |
| Participation rate | 26.5% | 62.0%-35.6pp | 69.1%-42.6pp | 67.6%-41.2pp |
| Annual return | 15.58% | 20.53%-5.0pp | 359.55%-344.0pp | 35.59%-20.0pp |
| Employer contribution / active EE | $352 | $1,874-81.2% | $2,685-86.9% | $2,755-87.2% |
| Participant deferral / active EE | $1,114 | $3,052-63.5% | $4,255-73.8% | $4,296-74.1% |
| Admin fee / account holder | $1,836 | $5,234-64.9% | $6,467-71.6% | $6,918-73.5% |