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 | $121,542 | $153,772-21.0% | $133,980-9.3% | $273,961-55.6% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 6.85% | 36.51%-29.7pp | 29.30%-22.4pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,095 | $6,029-81.8% | $5,211-79.0% | $4,869-77.5% |
| Participant deferral / active EE | $6,399 | $6,958-8.0% | $6,282+1.9% | $5,287+21.0% |
| Admin fee / account holder | $7,382 | $11,765-37.3% | $9,324-20.8% | $10,132-27.1% |