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 | $211,515 | $81,460+159.7% | $103,333+104.7% | $80,856+161.6% |
| Participation rate | 17.1% | 66.8%-49.8pp | 74.5%-57.4pp | 67.6%-50.6pp |
| Annual return | 17.04% | 25.55%-8.5pp | 24.88%-7.8pp | 35.59%-18.6pp |
| Employer contribution / active EE | $406 | $3,105-86.9% | $3,868-89.5% | $2,755-85.2% |
| Participant deferral / active EE | $1,807 | $3,869-53.3% | $5,057-64.3% | $4,296-57.9% |
| Admin fee / account holder | $1,691 | $6,566-74.3% | $8,355-79.8% | $6,918-75.6% |