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 | $63,335 | $65,561-3.4% | $91,541-30.8% | $74,304-14.8% |
| Participation rate | 34.7% | 56.6%-21.9pp | 69.8%-35.1pp | 60.3%-25.6pp |
| Annual return | 14.95% | 17.68%-2.7pp | 20.50%-5.6pp | 29.43%-14.5pp |
| Employer contribution / active EE | $366 | $1,717-78.7% | $2,505-85.4% | $2,241-83.7% |
| Participant deferral / active EE | $1,886 | $2,918-35.4% | $4,008-52.9% | $3,767-49.9% |
| Admin fee / account holder | $4,631 | $3,333+39.0% | $6,956-33.4% | $2,969+56.0% |