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 | $61,572 | $109,982-44.0% | $97,226-36.7% | $145,922-57.8% |
| Participation rate | 53.8% | 75.9%-22.1pp | 72.7%-18.8pp | 80.3%-26.4pp |
| Annual return | 24.42% | 242.90%-218.5pp | 75.13%-50.7pp | 561.29%-536.9pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,045 | $4,676-77.6% | $4,264-75.5% | $6,688-84.4% |
| Admin fee / account holder | $11,819 | $6,221+90.0% | $5,654+109.1% | $13,397-11.8% |