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 | $49,457 | $55,371-10.7% | $95,585-48.3% | $74,304-33.4% |
| Participation rate | 16.8% | 53.8%-37.0pp | 72.1%-55.3pp | 60.3%-43.5pp |
| Annual return | 15.40% | 24.26%-8.9pp | 38.56%-23.2pp | 29.43%-14.0pp |
| Employer contribution / active EE | $126 | $1,437-91.2% | $2,527-95.0% | $2,241-94.4% |
| Participant deferral / active EE | $807 | $2,955-72.7% | $4,023-79.9% | $3,767-78.6% |
| Admin fee / account holder | $11,174 | $2,620+326.4% | $6,127+82.4% | $2,969+276.4% |