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 7-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 | $60,672 | $72,012-15.7% | $185,823-67.3% | $79,858-24.0% |
| Participation rate | 20.0% | 65.8%-45.8pp | 78.0%-58.0pp | 69.6%-49.6pp |
| Annual return | 15.32% | 23.12%-7.8pp | 35.95%-20.6pp | 31.71%-16.4pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,415 | $3,779-62.6% | $5,632-74.9% | $3,740-62.2% |
| Admin fee / account holder | $28,697 | $4,513+535.9% | $9,500+202.1% | $5,306+440.8% |