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 | $34,502 | $54,705-36.9% | $71,209-51.5% | $84,808-59.3% |
| Participation rate | 39.6% | 64.1%-24.4pp | 73.8%-34.1pp | 68.3%-28.7pp |
| Annual return | 99.02% | 35.90%+63.1pp | 282.51%-183.5pp | 40.90%+58.1pp |
| Employer contribution / active EE | $186 | $2,158-91.4% | $2,721-93.1% | $2,631-92.9% |
| Participant deferral / active EE | $545 | $3,030-82.0% | $4,175-87.0% | $4,212-87.1% |
| Admin fee / account holder | $347 | $4,863-92.9% | $5,349-93.5% | $7,344-95.3% |