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 | $61,492 | $80,968-24.1% | $96,544-36.3% | $75,163-18.2% |
| Participation rate | 60.6% | 71.8%-11.2pp | 76.0%-15.4pp | 67.2%-6.6pp |
| Annual return | 17.67% | 27.06%-9.4pp | 25.84%-8.2pp | 160.62%-142.9pp |
| Employer contribution / active EE | $621 | $2,282-72.8% | $2,965-79.1% | $2,670-76.7% |
| Participant deferral / active EE | $4,160 | $3,928+5.9% | $4,851-14.2% | $4,125+0.8% |
| Admin fee / account holder | $11,114 | $6,724+65.3% | $8,252+34.7% | $5,651+96.7% |