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 | $99,336 | $60,124+65.2% | $90,404+9.9% | $79,858+24.4% |
| Participation rate | 46.2% | 65.0%-18.8pp | 72.7%-26.5pp | 69.6%-23.5pp |
| Annual return | 15.83% | 71.94%-56.1pp | 1293.02%-1277.2pp | 31.71%-15.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,342 | $2,938-20.3% | $3,963-40.9% | $3,740-37.4% |
| Admin fee / account holder | $26,092 | $3,976+556.2% | $5,611+365.0% | $5,306+391.7% |