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.
Participant 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 | $105,487 | $105,998-0.5% | $92,233+14.4% | $147,584-28.5% |
| Participation rate | 65.2% | 80.4%-15.2pp | 76.5%-11.3pp | 82.8%-17.6pp |
| Annual return | 15.28% | 50.05%-34.8pp | 176.28%-161.0pp | 578.55%-563.3pp |
| Employer contribution / active EE | $3,527 | $4,333-18.6% | $3,679-4.1% | $4,876-27.7% |
| Participant deferral / active EE | $421 | $4,478-90.6% | $3,897-89.2% | $5,439-92.3% |
| Admin fee / account holder | $2,313 | $6,332-63.5% | $5,194-55.5% | $10,885-78.7% |