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 | $79,860 | $89,652-10.9% | $141,162-43.4% | $65,185+22.5% |
| Participation rate | 47.2% | 74.7%-27.5pp | 82.5%-35.3pp | 70.2%-23.0pp |
| Annual return | 24.44% | 32.79%-8.4pp | 71.39%-47.0pp | 29.38%-4.9pp |
| Employer contribution / active EE | $565 | $3,065-81.6% | $4,735-88.1% | $2,177-74.0% |
| Participant deferral / active EE | $3,882 | $5,691-31.8% | $6,709-42.1% | $3,514+10.5% |
| Admin fee / account holder | $1,293 | $569+127.4% | $10,261-87.4% | $847+52.6% |