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 | $135,646 | $71,883+88.7% | $86,677+56.5% | $68,494+98.0% |
| Participation rate | 69.0% | 72.2%-3.3pp | 76.6%-7.6pp | 67.9%+1.1pp |
| Annual return | -14.84% | 3.52%-18.4pp | 35.91%-50.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $52 | $2,173-97.6% | $2,836-98.2% | $2,596-98.0% |
| Participant deferral / active EE | $4,454 | $3,779+17.9% | $4,656-4.3% | $4,027+10.6% |
| Admin fee / account holder | $9,171 | $6,112+50.1% | $7,493+22.4% | $5,403+69.8% |