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 | $15,661 | $76,000-79.4% | $154,107-89.8% | $64,186-75.6% |
| Participation rate | 52.9% | 70.4%-17.5pp | 83.0%-30.1pp | 69.6%-16.6pp |
| Annual return | 45.84% | 30.32%+15.5pp | 735.12%-689.3pp | 7.63%+38.2pp |
| Employer contribution / active EE | $250 | $3,351-92.5% | $5,298-95.3% | $2,381-89.5% |
| Participant deferral / active EE | $1,762 | $3,175-44.5% | $5,081-65.3% | $3,470-49.2% |
| Admin fee / account holder | $3,119 | $5,596-44.3% | $13,411-76.7% | $4,888-36.2% |