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 | $21,766 | $210,648-89.7% | $177,989-87.8% | $145,922-85.1% |
| Participation rate | 23.8% | 80.8%-56.9pp | 77.1%-53.3pp | 80.3%-56.5pp |
| Annual return | 11.16% | 385.86%-374.7pp | 294.48%-283.3pp | 561.29%-550.1pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $3,949-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,257 | $6,958-81.9% | $6,276-80.0% | $6,688-81.2% |
| Admin fee / account holder | $329 | $12,013-97.3% | $10,363-96.8% | $13,397-97.5% |