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 | $98,229 | $176,662-44.4% | $130,648-24.8% | $152,861-35.7% |
| Participation rate | 41.7% | 79.0%-37.3pp | 71.7%-30.1pp | 82.4%-40.8pp |
| Annual return | 14.71% | 2692.24%-2677.5pp | 1708.96%-1694.2pp | 345.32%-330.6pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $983 | $4,361-77.5% | $3,603-72.7% | $5,850-83.2% |
| Admin fee / account holder | $1,847 | $7,133-74.1% | $5,464-66.2% | $11,596-84.1% |