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 | $46,453 | $61,058-23.9% | $71,209-34.8% | $85,563-45.7% |
| Participation rate | 14.2% | 58.6%-44.4pp | 73.8%-59.6pp | 66.0%-51.8pp |
| Annual return | 16.40% | 100.41%-84.0pp | 282.51%-266.1pp | 31.51%-15.1pp |
| Employer contribution / active EE | $204 | $2,199-90.7% | $2,721-92.5% | $2,654-92.3% |
| Participant deferral / active EE | $671 | $3,173-78.9% | $4,175-83.9% | $4,375-84.7% |
| Admin fee / account holder | $626 | $855-26.7% | $5,349-88.3% | $834-24.9% |