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 6-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 | $100,454 | $104,974-4.3% | $95,585+5.1% | $142,382-29.4% |
| Participation rate | 54.2% | 75.0%-20.8pp | 72.1%-17.9pp | 80.1%-26.0pp |
| Annual return | 14.22% | 210.33%-196.1pp | 38.56%-24.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,903 | $4,352-56.3% | $4,023-52.7% | $6,507-70.8% |
| Admin fee / account holder | $10,213 | $6,386+59.9% | $6,127+66.7% | $12,624-19.1% |