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 | $156,082 | $94,625+64.9% | $116,228+34.3% | $84,808+84.0% |
| Participation rate | 68.6% | 70.4%-1.9pp | 74.6%-6.0pp | 68.3%+0.3pp |
| Annual return | 16.25% | 20.40%-4.2pp | 90.06%-73.8pp | 40.90%-24.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,707 | $3,972+43.7% | $4,953+15.2% | $4,212+35.5% |
| Admin fee / account holder | $21,563 | $10,091+113.7% | $11,989+79.9% | $7,344+193.6% |