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 | $160,077 | $112,881+41.8% | $90,951+76.0% | $158,922+0.7% |
| Participation rate | 45.5% | 74.7%-29.3pp | 69.0%-23.6pp | 82.0%-36.5pp |
| Annual return | 14.67% | 215.79%-201.1pp | 134.60%-119.9pp | 302.83%-288.2pp |
| Employer contribution / active EE | $265 | $2,893-90.8% | $2,122-87.5% | $4,761-94.4% |
| Participant deferral / active EE | $1,668 | $4,128-59.6% | $3,373-50.5% | $5,982-72.1% |
| Admin fee / account holder | $10,508 | $8,041+30.7% | $5,959+76.4% | $11,246-6.6% |