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 | $177,780 | $148,534+19.7% | $135,903+30.8% | $139,434+27.5% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 20.49% | 79.19%-58.7pp | 68.23%-47.7pp | 372.94%-352.5pp |
| Employer contribution / active EE | $799 | $5,243-84.8% | $4,856-83.5% | $4,751-83.2% |
| Participant deferral / active EE | $6,583 | $8,100-18.7% | $7,758-15.1% | $6,710-1.9% |
| Admin fee / account holder | $11,384 | $12,400-8.2% | $10,762+5.8% | $11,403-0.2% |