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 | $29,063 | $58,523-50.3% | $99,443-70.8% | $72,985-60.2% |
| Participation rate | 48.4% | 64.6%-16.2pp | 73.8%-25.4pp | 69.5%-21.1pp |
| Annual return | 35.71% | 28.51%+7.2pp | 30.72%+5.0pp | 81.00%-45.3pp |
| Employer contribution / active EE | $267 | $1,512-82.4% | $2,540-89.5% | $2,440-89.1% |
| Participant deferral / active EE | $2,202 | $2,606-15.5% | $3,619-39.1% | $3,607-38.9% |
| Admin fee / account holder | $4,235 | $4,102+3.3% | $6,250-32.2% | $5,124-17.3% |