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 | $35,466 | $102,317-65.3% | $146,958-75.9% | $80,856-56.1% |
| Participation rate | 61.4% | 75.8%-14.5pp | 82.2%-20.8pp | 67.6%-6.3pp |
| Annual return | 14.72% | 134.76%-120.0pp | 418.34%-403.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $361 | $3,713-90.3% | $4,933-92.7% | $2,755-86.9% |
| Participant deferral / active EE | $2,850 | $6,644-57.1% | $8,070-64.7% | $4,296-33.7% |
| Admin fee / account holder | $17,281 | $7,941+117.6% | $12,998+33.0% | $6,918+149.8% |