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 9-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 | $36,026 | $83,902-57.1% | $167,512-78.5% | $84,808-57.5% |
| Participation rate | 45.2% | 66.5%-21.3pp | 77.1%-31.9pp | 68.3%-23.1pp |
| Annual return | 26.41% | 91.55%-65.1pp | 1615.79%-1589.4pp | 40.90%-14.5pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,305 | $4,442-48.1% | $6,405-64.0% | $4,212-45.3% |
| Admin fee / account holder | $9,478 | $7,915+19.7% | $9,769-3.0% | $7,344+29.1% |