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 | $48,849 | $80,968-39.7% | $96,544-49.4% | $75,163-35.0% |
| Participation rate | 69.6% | 71.8%-2.1pp | 76.0%-6.3pp | 67.2%+2.4pp |
| Annual return | 15.57% | 27.06%-11.5pp | 25.84%-10.3pp | 160.62%-145.1pp |
| Employer contribution / active EE | $509 | $2,282-77.7% | $2,965-82.8% | $2,670-80.9% |
| Participant deferral / active EE | $2,518 | $3,928-35.9% | $4,851-48.1% | $4,125-39.0% |
| Admin fee / account holder | $1,778 | $6,724-73.6% | $8,252-78.5% | $5,651-68.5% |