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 | $96,345 | $65,365+47.4% | $92,893+3.7% | $72,985+32.0% |
| Participation rate | 62.7% | 68.3%-5.6pp | 76.0%-13.3pp | 69.5%-6.8pp |
| Annual return | 19.64% | 42.10%-22.5pp | 109.41%-89.8pp | 81.00%-61.4pp |
| Employer contribution / active EE | $135 | $2,594-94.8% | $3,653-96.3% | $2,440-94.5% |
| Participant deferral / active EE | $2,684 | $3,128-14.2% | $4,236-36.6% | $3,607-25.6% |
| Admin fee / account holder | $14,681 | $4,251+245.3% | $5,794+153.4% | $5,124+186.5% |