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 | $71,046 | $53,777+32.1% | $134,143-47.0% | $79,858-11.0% |
| Participation rate | 56.7% | 58.8%-2.1pp | 72.2%-15.5pp | 69.6%-13.0pp |
| Annual return | 10.86% | 19.01%-8.2pp | 36.33%-25.5pp | 31.71%-20.9pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,865 | $2,420-22.9% | $3,499-46.7% | $3,740-50.1% |
| Admin fee / account holder | $10,240 | $3,984+157.0% | $6,684+53.2% | $5,306+93.0% |