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 | $169,823 | $159,901+6.2% | $146,958+15.6% | $145,922+16.4% |
| Participation rate | 13.6% | 84.0%-70.4pp | 82.2%-68.5pp | 80.3%-66.6pp |
| Annual return | 16.70% | 98.13%-81.4pp | 418.34%-401.6pp | 561.29%-544.6pp |
| Employer contribution / active EE | $925 | $5,286-82.5% | $4,933-81.2% | $4,660-80.1% |
| Participant deferral / active EE | $5,602 | $8,428-33.5% | $8,070-30.6% | $6,688-16.2% |
| Admin fee / account holder | $98,030 | $15,044+551.6% | $12,998+654.2% | $13,397+631.7% |