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 | $161,898 | $78,422+106.4% | $95,952+68.7% | $79,858+102.7% |
| Participation rate | 41.5% | 73.5%-32.0pp | 77.1%-35.6pp | 69.6%-28.2pp |
| Annual return | 15.27% | 19.37%-4.1pp | 91.61%-76.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $437 | $1,945-77.6% | $2,541-82.8% | $2,471-82.3% |
| Participant deferral / active EE | $4,601 | $3,440+33.8% | $4,167+10.4% | $3,740+23.0% |
| Admin fee / account holder | $3,209 | $5,622-42.9% | $6,795-52.8% | $5,306-39.5% |