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 | $138,628 | $153,772-9.8% | $133,980+3.5% | $273,961-49.4% |
| Participation rate | 61.9% | 88.4%-26.5pp | 87.1%-25.2pp | 83.0%-21.1pp |
| Annual return | 10.50% | 36.51%-26.0pp | 29.30%-18.8pp | 41.45%-31.0pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,474 | $6,958-50.1% | $6,282-44.7% | $5,287-34.3% |
| Admin fee / account holder | $6,257 | $11,765-46.8% | $9,324-32.9% | $10,132-38.2% |