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 | $30,569 | $25,014+22.2% | $69,647-56.1% | $80,856-62.2% |
| Participation rate | 53.1% | 64.2%-11.1pp | 66.5%-13.3pp | 67.6%-14.5pp |
| Annual return | 11.78% | 19.07%-7.3pp | 100.48%-88.7pp | 35.59%-23.8pp |
| Employer contribution / active EE | $0 | $993-100.0% | $1,712-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,183 | $1,839-35.7% | $2,886-59.0% | $4,296-72.5% |
| Admin fee / account holder | $14,587 | $2,488+486.3% | $4,713+209.5% | $6,918+110.9% |