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 | $55,522 | $112,096-50.5% | $95,952-42.1% | $158,922-65.1% |
| Participation rate | 52.6% | 79.0%-26.3pp | 77.1%-24.4pp | 82.0%-29.3pp |
| Annual return | 15.26% | 171.09%-155.8pp | 91.61%-76.4pp | 302.83%-287.6pp |
| Employer contribution / active EE | $421 | $3,198-86.8% | $2,541-83.4% | $4,761-91.2% |
| Participant deferral / active EE | $1,513 | $4,784-68.4% | $4,167-63.7% | $5,982-74.7% |
| Admin fee / account holder | $2,686 | $10,130-73.5% | $6,795-60.5% | $11,246-76.1% |