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 | $63,049 | $138,347-54.4% | $184,203-65.8% | $80,856-22.0% |
| Participation rate | 48.0% | 83.9%-35.9pp | 86.8%-38.8pp | 67.6%-19.6pp |
| Annual return | 17.03% | 20.02%-3.0pp | 28.81%-11.8pp | 35.59%-18.6pp |
| Employer contribution / active EE | $746 | $4,850-84.6% | $6,427-88.4% | $2,755-72.9% |
| Participant deferral / active EE | $4,914 | $7,071-30.5% | $9,131-46.2% | $4,296+14.4% |
| Admin fee / account holder | $76,783 | $10,483+632.4% | $13,901+452.4% | $6,918+1009.9% |