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 | $82,823 | $117,983-29.8% | $101,794-18.6% | $142,382-41.8% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 16.41% | 36.92%-20.5pp | 30.53%-14.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $468 | $2,773-83.1% | $2,289-79.6% | $4,299-89.1% |
| Participant deferral / active EE | $2,244 | $4,714-52.4% | $4,084-45.1% | $6,507-65.5% |
| Admin fee / account holder | $908 | $10,433-91.3% | $8,777-89.7% | $12,624-92.8% |