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 | $57,704 | $70,428-18.1% | $96,562-40.2% | $85,850-32.8% |
| Participation rate | 65.9% | 61.8%+4.0pp | 69.8%-4.0pp | 69.3%-3.5pp |
| Annual return | 14.36% | 18.59%-4.2pp | 37.78%-23.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $17 | $1,413-98.8% | $2,356-99.3% | $2,565-99.3% |
| Participant deferral / active EE | $3,027 | $2,894+4.6% | $3,849-21.4% | $3,952-23.4% |
| Admin fee / account holder | $8,984 | $4,997+79.8% | $6,181+45.4% | $6,260+43.5% |