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 | $103,893 | $175,202-40.7% | $149,673-30.6% | $139,434-25.5% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 16.86% | 166.71%-149.8pp | 134.42%-117.6pp | 372.94%-356.1pp |
| Employer contribution / active EE | $553 | $5,474-89.9% | $4,818-88.5% | $4,751-88.4% |
| Participant deferral / active EE | $6,833 | $6,519+4.8% | $5,680+20.3% | $6,710+1.8% |
| Admin fee / account holder | $2,271 | $16,150-85.9% | $13,210-82.8% | $11,403-80.1% |