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 | $50,315 | $87,013-42.2% | $106,213-52.6% | $80,856-37.8% |
| Participation rate | 47.2% | 70.4%-23.2pp | 75.3%-28.1pp | 67.6%-20.4pp |
| Annual return | 11.69% | 17.05%-5.4pp | 116.14%-104.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $308 | $2,395-87.1% | $3,171-90.3% | $2,755-88.8% |
| Participant deferral / active EE | $1,975 | $3,986-50.5% | $5,016-60.6% | $4,296-54.0% |
| Admin fee / account holder | $1,785 | $8,431-78.8% | $11,033-83.8% | $6,918-74.2% |