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 | $48,751 | $53,053-8.1% | $126,539-61.5% | $74,304-34.4% |
| Participation rate | 31.5% | 48.0%-16.5pp | 69.8%-38.3pp | 60.3%-28.8pp |
| Annual return | 17.41% | 29.46%-12.1pp | 425.95%-408.5pp | 29.43%-12.0pp |
| Employer contribution / active EE | $107 | $1,168-90.8% | $3,674-97.1% | $2,241-95.2% |
| Participant deferral / active EE | $1,371 | $2,303-40.5% | $4,083-66.4% | $3,767-63.6% |
| Admin fee / account holder | $1,575 | $3,698-57.4% | $6,065-74.0% | $2,969-46.9% |