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 | $80,483 | $226,064-64.4% | $182,532-55.9% | $152,861-47.3% |
| Participation rate | 68.2% | 82.5%-14.3pp | 78.0%-9.8pp | 82.4%-14.3pp |
| Annual return | 19.66% | 192.51%-172.8pp | 148.54%-128.9pp | 345.32%-325.7pp |
| Employer contribution / active EE | $188 | $4,978-96.2% | $4,076-95.4% | $4,762-96.1% |
| Participant deferral / active EE | $2,077 | $6,368-67.4% | $5,524-62.4% | $5,850-64.5% |
| Admin fee / account holder | $7,713 | $10,703-27.9% | $8,592-10.2% | $11,596-33.5% |