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 | $92,041 | $180,449-49.0% | $154,107-40.3% | $135,375-32.0% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -6.10% | 888.09%-894.2pp | 735.12%-741.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $713 | $6,035-88.2% | $5,298-86.6% | $4,779-85.1% |
| Participant deferral / active EE | $4,899 | $5,806-15.6% | $5,081-3.6% | $5,609-12.7% |
| Admin fee / account holder | $5,755 | $16,143-64.4% | $13,411-57.1% | $10,827-46.9% |