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 | $86,461 | $72,277+19.6% | $101,248-14.6% | $79,858+8.3% |
| Participation rate | 67.0% | 68.5%-1.4pp | 75.8%-8.8pp | 69.6%-2.6pp |
| Annual return | 10.74% | 22.30%-11.6pp | 46.47%-35.7pp | 31.71%-21.0pp |
| Employer contribution / active EE | $396 | $2,692-85.3% | $3,660-89.2% | $2,471-84.0% |
| Participant deferral / active EE | $2,171 | $3,282-33.8% | $4,370-50.3% | $3,740-41.9% |
| Admin fee / account holder | $2,695 | $4,400-38.8% | $5,945-54.7% | $5,306-49.2% |