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 | $168,004 | $117,983+42.4% | $101,794+65.0% | $142,382+18.0% |
| Participation rate | 47.6% | 74.2%-26.6pp | 69.2%-21.6pp | 80.1%-32.5pp |
| Annual return | 15.98% | 36.92%-20.9pp | 30.53%-14.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,247 | $4,714-31.1% | $4,084-20.5% | $6,507-50.1% |
| Admin fee / account holder | $96,772 | $10,433+827.5% | $8,777+1002.6% | $12,624+666.6% |