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 | $107,098 | $97,757+9.6% | $83,848+27.7% | $135,375-20.9% |
| Participation rate | 36.8% | 80.0%-43.1pp | 76.1%-39.3pp | 82.6%-45.8pp |
| Annual return | -8.68% | 1287.37%-1296.0pp | 850.88%-859.6pp | 519.73%-528.4pp |
| Employer contribution / active EE | $464 | $4,222-89.0% | $3,631-87.2% | $4,779-90.3% |
| Participant deferral / active EE | $2,531 | $4,682-45.9% | $4,082-38.0% | $5,609-54.9% |
| Admin fee / account holder | $1,667 | $6,674-75.0% | $5,478-69.6% | $10,827-84.6% |