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 | $197,675 | $65,561+201.5% | $86,188+129.4% | $75,163+163.0% |
| Participation rate | 27.3% | 60.5%-33.2pp | 69.0%-41.7pp | 67.2%-39.9pp |
| Annual return | 21.20% | 46.05%-24.9pp | 1168.45%-1147.2pp | 160.62%-139.4pp |
| Employer contribution / active EE | $237 | $1,553-84.7% | $2,380-90.0% | $2,670-91.1% |
| Participant deferral / active EE | $2,722 | $3,024-10.0% | $3,985-31.7% | $4,125-34.0% |
| Admin fee / account holder | $6,950 | $5,474+27.0% | $6,852+1.4% | $5,651+23.0% |