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 | $113,375 | $68,547+65.4% | $120,354-5.8% | $80,856+40.2% |
| Participation rate | 33.0% | 61.6%-28.6pp | 71.9%-38.9pp | 67.6%-34.6pp |
| Annual return | 12.14% | 23.60%-11.5pp | 107.15%-95.0pp | 35.59%-23.5pp |
| Employer contribution / active EE | $307 | $2,051-85.0% | $3,463-91.1% | $2,755-88.9% |
| Participant deferral / active EE | $1,685 | $3,173-46.9% | $4,991-66.2% | $4,296-60.8% |
| Admin fee / account holder | $30,924 | $5,732+439.5% | $9,423+228.2% | $6,918+347.0% |