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 | $115,234 | $74,927+53.8% | $101,794+13.2% | $84,808+35.9% |
| Participation rate | 56.8% | 61.4%-4.6pp | 69.2%-12.4pp | 68.3%-11.6pp |
| Annual return | 15.38% | 18.70%-3.3pp | 30.53%-15.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $308 | $1,522-79.7% | $2,289-86.5% | $2,631-88.3% |
| Participant deferral / active EE | $1,828 | $3,099-41.0% | $4,084-55.2% | $4,212-56.6% |
| Admin fee / account holder | $33,625 | $6,514+416.2% | $8,777+283.1% | $7,344+357.9% |