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 | $91,182 | $107,334-15.0% | $92,893-1.8% | $152,861-40.3% |
| Participation rate | 31.6% | 79.8%-48.2pp | 76.0%-44.4pp | 82.4%-50.9pp |
| Annual return | 18.53% | 145.58%-127.0pp | 109.41%-90.9pp | 345.32%-326.8pp |
| Employer contribution / active EE | $491 | $4,221-88.4% | $3,653-86.6% | $4,762-89.7% |
| Participant deferral / active EE | $1,398 | $4,845-71.1% | $4,236-67.0% | $5,850-76.1% |
| Admin fee / account holder | $23,004 | $7,079+224.9% | $5,794+297.0% | $11,596+98.4% |