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 | $84,599 | $45,073+87.7% | $69,455+21.8% | $72,985+15.9% |
| Participation rate | 25.4% | 68.5%-43.1pp | 74.6%-49.2pp | 69.5%-44.1pp |
| Annual return | 22.86% | 22.65%+0.2pp | 28.97%-6.1pp | 81.00%-58.1pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,216 | $2,602-53.3% | $3,535-65.6% | $3,607-66.3% |
| Admin fee / account holder | $31,679 | $3,056+936.8% | $3,839+725.1% | $5,124+518.2% |