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 | $90,186 | $34,934+158.2% | $56,411+59.9% | $74,495+21.1% |
| Participation rate | 9.1% | 32.8%-23.7pp | 52.5%-43.4pp | 67.2%-58.1pp |
| Annual return | 11.73% | 25.94%-14.2pp | 1701.33%-1689.6pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $66 | $609-89.2% | $1,039-93.7% | $2,623-97.5% |
| Participant deferral / active EE | $278 | $1,170-76.2% | $1,952-85.7% | $4,346-93.6% |
| Admin fee / account holder | $1,050 | $2,364-55.6% | $2,829-62.9% | $1,942-45.9% |