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 | $139,809 | $83,477+67.5% | $125,175+11.7% | $72,985+91.6% |
| Participation rate | 61.9% | 73.3%-11.4pp | 79.8%-17.9pp | 69.5%-7.6pp |
| Annual return | 22.32% | 25.78%-3.5pp | 43.79%-21.5pp | 81.00%-58.7pp |
| Employer contribution / active EE | $549 | $2,345-76.6% | $3,865-85.8% | $2,440-77.5% |
| Participant deferral / active EE | $2,824 | $3,585-21.2% | $4,937-42.8% | $3,607-21.7% |
| Admin fee / account holder | $1,618 | $5,517-70.7% | $9,702-83.3% | $5,124-68.4% |