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 | $166,426 | $107,334+55.1% | $92,893+79.2% | $152,861+8.9% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.4%-22.4pp |
| Annual return | 22.20% | 145.58%-123.4pp | 109.41%-87.2pp | 345.32%-323.1pp |
| Employer contribution / active EE | $363 | $4,221-91.4% | $3,653-90.1% | $4,762-92.4% |
| Participant deferral / active EE | $1,590 | $4,845-67.2% | $4,236-62.5% | $5,850-72.8% |
| Admin fee / account holder | $9,817 | $7,079+38.7% | $5,794+69.4% | $11,596-15.3% |