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 | $116,197 | $101,724+14.2% | $164,813-29.5% | $80,856+43.7% |
| Participation rate | 65.3% | 71.8%-6.5pp | 78.6%-13.3pp | 67.6%-2.3pp |
| Annual return | 16.86% | 16.72%+0.1pp | 69.93%-53.1pp | 35.59%-18.7pp |
| Employer contribution / active EE | $570 | $2,953-80.7% | $4,341-86.9% | $2,755-79.3% |
| Participant deferral / active EE | $3,380 | $4,477-24.5% | $6,031-44.0% | $4,296-21.3% |
| Admin fee / account holder | $2,510 | $8,227-69.5% | $12,690-80.2% | $6,918-63.7% |