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 | $86,123 | $148,978-42.2% | $200,582-57.1% | $84,808+1.6% |
| Participation rate | 40.0% | 84.2%-44.2pp | 86.9%-46.9pp | 68.3%-28.3pp |
| Annual return | 17.38% | 28.16%-10.8pp | 42.33%-25.0pp | 40.90%-23.5pp |
| Employer contribution / active EE | $567 | $4,815-88.2% | $6,419-91.2% | $2,631-78.4% |
| Participant deferral / active EE | $4,753 | $7,142-33.5% | $9,331-49.1% | $4,212+12.8% |
| Admin fee / account holder | $1,575 | $13,977-88.7% | $16,305-90.3% | $7,344-78.6% |