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 | $149,884 | $67,411+122.3% | $91,001+64.7% | $70,131+113.7% |
| Participation rate | 66.7% | 71.4%-4.7pp | 75.6%-8.9pp | 69.5%-2.9pp |
| Annual return | 23.18% | -40.16%+63.3pp | 4.60%+18.6pp | 73.14%-50.0pp |
| Employer contribution / active EE | $148 | $1,786-91.7% | $2,456-94.0% | $2,342-93.7% |
| Participant deferral / active EE | $3,192 | $2,823+13.1% | $3,547-10.0% | $3,332-4.2% |
| Admin fee / account holder | $15,638 | $4,236+269.2% | $5,417+188.7% | $4,645+236.6% |