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 8-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 | $89,669 | $65,409+37.1% | $98,442-8.9% | $85,850+4.4% |
| Participation rate | 60.5% | 65.0%-4.5pp | 73.3%-12.8pp | 69.3%-8.8pp |
| Annual return | 12.33% | 21.76%-9.4pp | 1492.73%-1480.4pp | 318.53%-306.2pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,000 | $3,166+57.9% | $4,276+16.9% | $3,952+26.5% |
| Admin fee / account holder | $468 | $4,593-89.8% | $5,949-92.1% | $6,260-92.5% |