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 | $85,681 | $78,705+8.9% | $117,854-27.3% | $70,131+22.2% |
| Participation rate | 31.0% | 73.2%-42.2pp | 79.7%-48.7pp | 69.5%-38.6pp |
| Annual return | 16.28% | 23.30%-7.0pp | 335.08%-318.8pp | 73.14%-56.9pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,517 | $3,297-54.0% | $4,482-66.2% | $3,332-54.5% |
| Admin fee / account holder | $4,553 | $5,065-10.1% | $8,020-43.2% | $4,645-2.0% |