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 | $63,678 | $85,202-25.3% | $172,739-63.1% | $72,985-12.8% |
| Participation rate | 20.8% | 70.1%-49.3pp | 82.6%-61.9pp | 69.5%-48.7pp |
| Annual return | 16.65% | 27.32%-10.7pp | 802.84%-786.2pp | 81.00%-64.4pp |
| Employer contribution / active EE | $35 | $3,324-98.9% | $5,143-99.3% | $2,440-98.6% |
| Participant deferral / active EE | $917 | $3,260-71.9% | $5,198-82.4% | $3,607-74.6% |
| Admin fee / account holder | $4,864 | $5,884-17.3% | $13,954-65.1% | $5,124-5.1% |