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 | $52,267 | $65,409-20.1% | $98,442-46.9% | $85,850-39.1% |
| Participation rate | 60.7% | 65.0%-4.3pp | 73.3%-12.6pp | 69.3%-8.6pp |
| Annual return | 16.46% | 21.76%-5.3pp | 1492.73%-1476.3pp | 318.53%-302.1pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,174 | $3,166+95.0% | $4,276+44.4% | $3,952+56.2% |
| Admin fee / account holder | $518 | $4,593-88.7% | $5,949-91.3% | $6,260-91.7% |