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 | $144,153 | $61,605+134.0% | $112,229+28.4% | $75,163+91.8% |
| Participation rate | 39.2% | 61.7%-22.5pp | 72.4%-33.2pp | 67.2%-28.0pp |
| Annual return | 14.49% | 28.47%-14.0pp | 30.20%-15.7pp | 160.62%-146.1pp |
| Employer contribution / active EE | $455 | $2,015-77.4% | $3,430-86.7% | $2,670-83.0% |
| Participant deferral / active EE | $2,416 | $3,108-22.3% | $4,798-49.6% | $4,125-41.4% |
| Admin fee / account holder | $3,852 | $4,862-20.8% | $7,748-50.3% | $5,651-31.8% |