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 | $166,769 | $69,010+141.7% | $159,960+4.3% | $68,494+143.5% |
| Participation rate | 58.1% | 65.4%-7.3pp | 78.0%-19.9pp | 67.9%-9.8pp |
| Annual return | -12.96% | -9.65%-3.3pp | 408.60%-421.6pp | -7.84%-5.1pp |
| Employer contribution / active EE | $256 | $2,213-88.4% | $4,226-93.9% | $2,596-90.1% |
| Participant deferral / active EE | $5,693 | $4,212+35.2% | $6,182-7.9% | $4,027+41.4% |
| Admin fee / account holder | $10,543 | $4,798+119.7% | $8,698+21.2% | $5,403+95.1% |