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 | $38,344 | $48,570-21.1% | $130,648-70.7% | $72,985-47.5% |
| Participation rate | 56.1% | 58.6%-2.5pp | 71.7%-15.7pp | 69.5%-13.4pp |
| Annual return | 21.56% | 38.63%-17.1pp | 1708.96%-1687.4pp | 81.00%-59.4pp |
| Employer contribution / active EE | $181 | $1,334-86.4% | $4,092-95.6% | $2,440-92.6% |
| Participant deferral / active EE | $2,680 | $2,384+12.4% | $3,603-25.6% | $3,607-25.7% |
| Admin fee / account holder | $624 | $3,549-82.4% | $5,464-88.6% | $5,124-87.8% |