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 | $43,748 | $65,041-32.7% | $90,951-51.9% | $79,858-45.2% |
| Participation rate | 57.7% | 61.6%-3.9pp | 69.0%-11.3pp | 69.6%-11.9pp |
| Annual return | 10.54% | 30.45%-19.9pp | 134.60%-124.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,619 | $2,512+4.3% | $3,373-22.3% | $3,740-30.0% |
| Admin fee / account holder | $3,735 | $4,536-17.7% | $5,959-37.3% | $5,306-29.6% |