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 | $130,815 | $81,460+60.6% | $103,333+26.6% | $80,856+61.8% |
| Participation rate | 68.9% | 66.8%+2.0pp | 74.5%-5.6pp | 67.6%+1.3pp |
| Annual return | 23.28% | 25.55%-2.3pp | 24.88%-1.6pp | 35.59%-12.3pp |
| Employer contribution / active EE | $382 | $3,105-87.7% | $3,868-90.1% | $2,755-86.1% |
| Participant deferral / active EE | $2,670 | $3,869-31.0% | $5,057-47.2% | $4,296-37.8% |
| Admin fee / account holder | $7,404 | $6,566+12.8% | $8,355-11.4% | $6,918+7.0% |