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 | $142,242 | $111,724+27.3% | $93,606+52.0% | $145,922-2.5% |
| Participation rate | 54.5% | 74.2%-19.7pp | 68.7%-14.2pp | 80.3%-25.7pp |
| Annual return | 23.33% | 202.98%-179.6pp | 133.20%-109.9pp | 561.29%-538.0pp |
| Employer contribution / active EE | $474 | $3,090-84.6% | $2,420-80.4% | $4,660-89.8% |
| Participant deferral / active EE | $4,530 | $4,912-7.8% | $4,411+2.7% | $6,688-32.3% |
| Admin fee / account holder | $6,286 | $10,250-38.7% | $8,285-24.1% | $13,397-53.1% |