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 | $228,656 | $179,726+27.2% | $156,263+46.3% | $142,382+60.6% |
| Participation rate | 61.5% | 82.1%-20.5pp | 78.9%-17.4pp | 80.1%-18.6pp |
| Annual return | 10.12% | 77.86%-67.7pp | 59.47%-49.3pp | 217.08%-207.0pp |
| Employer contribution / active EE | $381 | $5,069-92.5% | $4,333-91.2% | $4,299-91.1% |
| Participant deferral / active EE | $4,135 | $6,956-40.6% | $6,158-32.9% | $6,507-36.5% |
| Admin fee / account holder | $3,308 | $17,272-80.8% | $14,255-76.8% | $12,624-73.8% |