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 | $48,523 | $84,556-42.6% | $116,228-58.3% | $74,304-34.7% |
| Participation rate | 30.7% | 66.0%-35.3pp | 74.6%-43.8pp | 60.3%-29.6pp |
| Annual return | 16.69% | 18.35%-1.7pp | 90.06%-73.4pp | 29.43%-12.7pp |
| Employer contribution / active EE | $337 | $2,168-84.4% | $2,994-88.7% | $2,241-85.0% |
| Participant deferral / active EE | $1,912 | $3,814-49.9% | $4,953-61.4% | $3,767-49.3% |
| Admin fee / account holder | $2,159 | $3,792-43.1% | $11,989-82.0% | $2,969-27.3% |