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 | $48,017 | $111,754-57.0% | $103,333-53.5% | $145,922-67.1% |
| Participation rate | 53.3% | 77.9%-24.6pp | 74.5%-21.2pp | 80.3%-26.9pp |
| Annual return | 14.06% | 24.77%-10.7pp | 24.88%-10.8pp | 561.29%-547.2pp |
| Employer contribution / active EE | $286 | $4,212-93.2% | $3,868-92.6% | $4,660-93.9% |
| Participant deferral / active EE | $2,133 | $5,619-62.0% | $5,057-57.8% | $6,688-68.1% |
| Admin fee / account holder | $751 | $9,750-92.3% | $8,355-91.0% | $13,397-94.4% |