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 | $54,746 | $73,638-25.7% | $108,410-49.5% | $79,386-31.0% |
| Participation rate | 59.8% | 77.4%-17.6pp | 80.1%-20.3pp | 70.7%-10.9pp |
| Annual return | 51.70% | 33.27%+18.4pp | 905.27%-853.6pp | 116.85%-65.2pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,558-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $7,587 | $6,218+22.0% | $6,563+15.6% | $4,046+87.5% |
| Admin fee / account holder | $432 | $638-32.2% | $7,295-94.1% | $626-31.0% |