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 | $202,334 | $101,724+98.9% | $164,813+22.8% | $80,856+150.2% |
| Participation rate | 67.6% | 71.8%-4.3pp | 78.6%-11.0pp | 67.6%-0.1pp |
| Annual return | 14.33% | 16.72%-2.4pp | 69.93%-55.6pp | 35.59%-21.3pp |
| Employer contribution / active EE | $666 | $2,953-77.5% | $4,341-84.7% | $2,755-75.8% |
| Participant deferral / active EE | $5,265 | $4,477+17.6% | $6,031-12.7% | $4,296+22.6% |
| Admin fee / account holder | $8,271 | $8,227+0.5% | $12,690-34.8% | $6,918+19.6% |