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 | $174,247 | $81,460+113.9% | $103,333+68.6% | $80,856+115.5% |
| Participation rate | 27.6% | 66.8%-39.3pp | 74.5%-46.9pp | 67.6%-40.1pp |
| Annual return | 15.51% | 25.55%-10.0pp | 24.88%-9.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $155 | $3,105-95.0% | $3,868-96.0% | $2,755-94.4% |
| Participant deferral / active EE | $2,578 | $3,869-33.4% | $5,057-49.0% | $4,296-40.0% |
| Admin fee / account holder | $2,547 | $6,566-61.2% | $8,355-69.5% | $6,918-63.2% |