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 | $155,926 | $76,000+105.2% | $154,107+1.2% | $64,186+142.9% |
| Participation rate | 48.4% | 70.4%-22.0pp | 83.0%-34.6pp | 69.6%-21.2pp |
| Annual return | -7.48% | 30.32%-37.8pp | 735.12%-742.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,370 | $3,175-25.3% | $5,081-53.3% | $3,470-31.7% |
| Admin fee / account holder | $2,508 | $5,596-55.2% | $13,411-81.3% | $4,888-48.7% |