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 | $170,633 | $107,334+59.0% | $92,893+83.7% | $152,861+11.6% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.0%-18.9pp | 82.4%-25.3pp |
| Annual return | 14.51% | 145.58%-131.1pp | 109.41%-94.9pp | 345.32%-330.8pp |
| Employer contribution / active EE | $133 | $4,221-96.8% | $3,653-96.3% | $4,762-97.2% |
| Participant deferral / active EE | $1,759 | $4,845-63.7% | $4,236-58.5% | $5,850-69.9% |
| Admin fee / account holder | $21,366 | $7,079+201.8% | $5,794+268.8% | $11,596+84.2% |