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 | $69,257 | $89,753-22.8% | $107,525-35.6% | $84,808-18.3% |
| Participation rate | 36.0% | 68.1%-32.1pp | 75.1%-39.1pp | 68.3%-32.3pp |
| Annual return | 12.99% | 29.48%-16.5pp | 181.32%-168.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,978 | $4,056-51.2% | $5,116-61.3% | $4,212-53.0% |
| Admin fee / account holder | $862 | $7,222-88.1% | $8,919-90.3% | $7,344-88.3% |