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 | $87,953 | $102,604-14.3% | $86,188+2.0% | $139,434-36.9% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 15.01% | 1922.51%-1907.5pp | 1168.45%-1153.4pp | 372.94%-357.9pp |
| Employer contribution / active EE | $518 | $3,032-82.9% | $2,380-78.3% | $4,751-89.1% |
| Participant deferral / active EE | $3,969 | $4,676-15.1% | $3,985-0.4% | $6,710-40.8% |
| Admin fee / account holder | $76,126 | $8,657+779.4% | $6,852+1011.1% | $11,403+567.6% |