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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,115 | $189,613-7.1% | $167,512+5.1% | $142,382+23.7% |
| Participation rate | 22.2% | 80.1%-57.9pp | 77.1%-54.8pp | 80.1%-57.9pp |
| Annual return | 3.59% | 2024.68%-2021.1pp | 1615.79%-1612.2pp | 217.08%-213.5pp |
| Employer contribution / active EE | $353 | $4,349-91.9% | $3,882-90.9% | $4,299-91.8% |
| Participant deferral / active EE | $4,068 | $6,981-41.7% | $6,405-36.5% | $6,507-37.5% |
| Admin fee / account holder | $873,685 | $10,528+8198.5% | $9,769+8843.5% | $12,624+6821.0% |