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 | $94,994 | $157,256-39.6% | $141,162-32.7% | $152,861-37.9% |
| Participation rate | 26.7% | 84.8%-58.2pp | 82.5%-55.8pp | 82.4%-55.8pp |
| Annual return | 18.91% | 64.32%-45.4pp | 71.39%-52.5pp | 345.32%-326.4pp |
| Employer contribution / active EE | $624 | $5,261-88.1% | $4,735-86.8% | $4,762-86.9% |
| Participant deferral / active EE | $3,405 | $7,109-52.1% | $6,709-49.2% | $5,850-41.8% |
| Admin fee / account holder | $1,133 | $12,120-90.7% | $10,261-89.0% | $11,596-90.2% |