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 | $131,485 | $81,248+61.8% | $155,509-15.4% | $80,856+62.6% |
| Participation rate | 61.8% | 66.2%-4.4pp | 78.2%-16.3pp | 67.6%-5.8pp |
| Annual return | 11.20% | 33.31%-22.1pp | 64.67%-53.5pp | 35.59%-24.4pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,690 | $3,452+64.9% | $5,626+1.1% | $4,296+32.5% |
| Admin fee / account holder | $17,525 | $7,997+119.1% | $15,912+10.1% | $6,918+153.3% |