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 | $112,240 | $89,753+25.1% | $107,525+4.4% | $84,808+32.3% |
| Participation rate | 44.7% | 68.1%-23.4pp | 75.1%-30.4pp | 68.3%-23.6pp |
| Annual return | 15.91% | 29.48%-13.6pp | 181.32%-165.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $747 | $3,113-76.0% | $3,754-80.1% | $2,631-71.6% |
| Participant deferral / active EE | $3,731 | $4,056-8.0% | $5,116-27.1% | $4,212-11.4% |
| Admin fee / account holder | $4,944 | $7,222-31.5% | $8,919-44.6% | $7,344-32.7% |