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 | $232,561 | $118,450+96.3% | $98,439+136.2% | $139,434+66.8% |
| Participation rate | 28.6% | 77.4%-48.9pp | 75.2%-46.6pp | 80.3%-51.7pp |
| Annual return | 13.50% | 18.94%-5.4pp | 21.16%-7.7pp | 372.94%-359.4pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,629 | $5,392-69.8% | $4,738-65.6% | $6,710-75.7% |
| Admin fee / account holder | $14,951 | $14,026+6.6% | $8,948+67.1% | $11,403+31.1% |