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 | $168,098 | $110,257+52.5% | $96,544+74.1% | $139,434+20.6% |
| Participation rate | 64.7% | 78.1%-13.4pp | 76.0%-11.3pp | 80.3%-15.6pp |
| Annual return | 17.78% | 26.32%-8.5pp | 25.84%-8.1pp | 372.94%-355.2pp |
| Employer contribution / active EE | $680 | $3,620-81.2% | $2,965-77.1% | $4,751-85.7% |
| Participant deferral / active EE | $3,329 | $5,548-40.0% | $4,851-31.4% | $6,710-50.4% |
| Admin fee / account holder | $17,419 | $11,591+50.3% | $8,252+111.1% | $11,403+52.8% |