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 | $55,259 | $87,733-37.0% | $106,548-48.1% | $85,850-35.6% |
| Participation rate | 57.7% | 71.9%-14.2pp | 76.1%-18.4pp | 69.3%-11.6pp |
| Annual return | 13.33% | 21.86%-8.5pp | 26.80%-13.5pp | 318.53%-305.2pp |
| Employer contribution / active EE | $358 | $2,073-82.7% | $2,819-87.3% | $2,565-86.0% |
| Participant deferral / active EE | $2,551 | $3,469-26.5% | $4,398-42.0% | $3,952-35.4% |
| Admin fee / account holder | $4,455 | $6,767-34.2% | $7,407-39.9% | $6,260-28.8% |