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 | $125,598 | $95,416+31.6% | $185,823-32.4% | $85,850+46.3% |
| Participation rate | 30.0% | 68.8%-38.8pp | 81.7%-51.7pp | 69.3%-39.3pp |
| Annual return | 13.39% | 23.59%-10.2pp | 122.05%-108.7pp | 318.53%-305.1pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,750 | $3,423-19.7% | $5,568-50.6% | $3,952-30.4% |
| Admin fee / account holder | $12,617 | $7,213+74.9% | $16,237-22.3% | $6,260+101.6% |