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 | $41,520 | $101,317-59.0% | $146,958-71.7% | $74,495-44.3% |
| Participation rate | 30.3% | 75.5%-45.3pp | 82.2%-51.9pp | 67.2%-36.9pp |
| Annual return | 18.25% | 8730.91%-8712.7pp | 418.34%-400.1pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $941 | $3,810-75.3% | $4,933-80.9% | $2,623-64.1% |
| Participant deferral / active EE | $3,681 | $7,303-49.6% | $8,070-54.4% | $4,346-15.3% |
| Admin fee / account holder | $4,658 | $1,739+167.9% | $12,998-64.2% | $1,942+139.9% |