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 | $31,769 | $124,281-74.4% | $109,143-70.9% | $167,490-81.0% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.9%-35.9pp | 82.1%-42.1pp |
| Annual return | 9643.23% | 26.04%+9617.2pp | 25.75%+9617.5pp | 478.56%+9164.7pp |
| Employer contribution / active EE | $336 | $4,207-92.0% | $3,722-91.0% | $4,837-93.0% |
| Participant deferral / active EE | $2,589 | $5,255-50.7% | $4,653-44.4% | $6,341-59.2% |
| Admin fee / account holder | $429 | $7,970-94.6% | $6,752-93.6% | $12,309-96.5% |