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 | $155,877 | $46,553+234.8% | $64,056+143.3% | $75,163+107.4% |
| Participation rate | 40.7% | 65.9%-25.2pp | 72.3%-31.6pp | 67.2%-26.5pp |
| Annual return | 19.80% | 26.03%-6.2pp | 33.69%-13.9pp | 160.62%-140.8pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,903 | $2,837-32.9% | $3,880-51.0% | $4,125-53.9% |
| Admin fee / account holder | $14,334 | $2,952+385.6% | $3,068+367.2% | $5,651+153.7% |