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 | $180,088 | $83,477+115.7% | $125,175+43.9% | $72,985+146.7% |
| Participation rate | 37.5% | 73.3%-35.8pp | 79.8%-42.3pp | 69.5%-32.0pp |
| Annual return | 23.89% | 25.78%-1.9pp | 43.79%-19.9pp | 81.00%-57.1pp |
| Employer contribution / active EE | $451 | $2,345-80.8% | $3,865-88.3% | $2,440-81.5% |
| Participant deferral / active EE | $4,475 | $3,585+24.8% | $4,937-9.4% | $3,607+24.0% |
| Admin fee / account holder | $630 | $5,517-88.6% | $9,702-93.5% | $5,124-87.7% |