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 | $36,711 | $83,902-56.2% | $167,512-78.1% | $84,808-56.7% |
| Participation rate | 25.0% | 66.5%-41.5pp | 77.1%-52.1pp | 68.3%-43.3pp |
| Annual return | 37.72% | 91.55%-53.8pp | 1615.79%-1578.1pp | 40.90%-3.2pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,273 | $4,442-48.8% | $6,405-64.5% | $4,212-46.0% |
| Admin fee / account holder | $16,814 | $7,915+112.4% | $9,769+72.1% | $7,344+129.0% |