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 | $195,230 | $74,927+160.6% | $101,794+91.8% | $84,808+130.2% |
| Participation rate | 36.8% | 61.4%-24.6pp | 69.2%-32.3pp | 68.3%-31.5pp |
| Annual return | 18.22% | 18.70%-0.5pp | 30.53%-12.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $247 | $1,522-83.8% | $2,289-89.2% | $2,631-90.6% |
| Participant deferral / active EE | $1,491 | $3,099-51.9% | $4,084-63.5% | $4,212-64.6% |
| Admin fee / account holder | $5,067 | $6,514-22.2% | $8,777-42.3% | $7,344-31.0% |