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 | $56,615 | $152,587-62.9% | $125,175-54.8% | $152,861-63.0% |
| Participation rate | 57.1% | 83.3%-26.2pp | 79.8%-22.6pp | 82.4%-25.3pp |
| Annual return | 25.03% | 54.84%-29.8pp | 43.79%-18.8pp | 345.32%-320.3pp |
| Employer contribution / active EE | $52 | $4,946-98.9% | $3,865-98.7% | $4,762-98.9% |
| Participant deferral / active EE | $5,212 | $5,868-11.2% | $4,937+5.6% | $5,850-10.9% |
| Admin fee / account holder | $1,000 | $13,434-92.6% | $9,702-89.7% | $11,596-91.4% |