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 | $44,583 | $73,933-39.7% | $96,683-53.9% | $75,163-40.7% |
| Participation rate | 39.4% | 66.4%-27.0pp | 74.3%-34.9pp | 67.2%-27.8pp |
| Annual return | 13.20% | 26.70%-13.5pp | 35.69%-22.5pp | 160.62%-147.4pp |
| Employer contribution / active EE | $392 | $2,928-86.6% | $3,737-89.5% | $2,670-85.3% |
| Participant deferral / active EE | $1,884 | $3,659-48.5% | $4,878-61.4% | $4,125-54.3% |
| Admin fee / account holder | $16,487 | $5,216+216.1% | $6,730+145.0% | $5,651+191.8% |