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 | $64,166 | $54,705+17.3% | $71,209-9.9% | $84,808-24.3% |
| Participation rate | 60.0% | 64.1%-4.1pp | 73.8%-13.8pp | 68.3%-8.3pp |
| Annual return | 16.14% | 35.90%-19.8pp | 282.51%-266.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $212 | $2,158-90.2% | $2,721-92.2% | $2,631-91.9% |
| Participant deferral / active EE | $2,145 | $3,030-29.2% | $4,175-48.6% | $4,212-49.1% |
| Admin fee / account holder | $5,571 | $4,863+14.6% | $5,349+4.2% | $7,344-24.1% |