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 | $83,939 | $77,899+7.8% | $149,673-43.9% | $75,163+11.7% |
| Participation rate | 69.4% | 65.6%+3.8pp | 78.8%-9.4pp | 67.2%+2.2pp |
| Annual return | 14.41% | 31.72%-17.3pp | 134.42%-120.0pp | 160.62%-146.2pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,528 | $3,411+32.7% | $5,680-20.3% | $4,125+9.8% |
| Admin fee / account holder | $26,313 | $5,956+341.8% | $13,210+99.2% | $5,651+365.6% |