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 | $78,025 | $51,175+52.5% | $70,515+10.7% | $75,163+3.8% |
| Participation rate | 26.7% | 60.9%-34.3pp | 68.3%-41.7pp | 67.2%-40.5pp |
| Annual return | 14.15% | 30.02%-15.9pp | 32.77%-18.6pp | 160.62%-146.5pp |
| Employer contribution / active EE | $127 | $1,826-93.1% | $2,973-95.7% | $2,670-95.3% |
| Participant deferral / active EE | $1,265 | $2,849-55.6% | $4,567-72.3% | $4,125-69.3% |
| Admin fee / account holder | $51,903 | $4,091+1168.8% | $6,412+709.5% | $5,651+818.5% |