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 | $40,716 | $67,606-39.8% | $82,313-50.5% | $70,131-41.9% |
| Participation rate | 64.6% | 72.8%-8.2pp | 76.9%-12.3pp | 69.5%-5.0pp |
| Annual return | 18.32% | 21.57%-3.2pp | 25.88%-7.6pp | 73.14%-54.8pp |
| Employer contribution / active EE | $243 | $1,755-86.1% | $2,428-90.0% | $2,342-89.6% |
| Participant deferral / active EE | $3,454 | $2,987+15.6% | $3,706-6.8% | $3,332+3.7% |
| Admin fee / account holder | $808 | $4,512-82.1% | $5,608-85.6% | $4,645-82.6% |