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 | $34,027 | $85,766-60.3% | $136,294-75.0% | $70,131-51.5% |
| Participation rate | 37.9% | 74.2%-36.3pp | 81.9%-44.0pp | 69.5%-31.7pp |
| Annual return | 40.56% | 31.45%+9.1pp | 5155.94%-5115.4pp | 73.14%-32.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,207 | $5,051-36.5% | $6,247-48.7% | $3,332-3.7% |
| Admin fee / account holder | $16,233 | $5,420+199.5% | $9,243+75.6% | $4,645+249.4% |