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 | $62,582 | $60,022+4.3% | $88,946-29.6% | $84,808-26.2% |
| Participation rate | 11.4% | 57.8%-46.4pp | 68.8%-57.4pp | 68.3%-56.9pp |
| Annual return | 13.58% | 22.43%-8.8pp | 57.82%-44.2pp | 40.90%-27.3pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,195 | $3,114-61.6% | $4,581-73.9% | $4,212-71.6% |
| Admin fee / account holder | $1,000 | $4,811-79.2% | $8,261-87.9% | $7,344-86.4% |