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 | $76,774 | $102,604-25.2% | $86,188-10.9% | $139,434-44.9% |
| Participation rate | 54.5% | 74.5%-20.0pp | 69.0%-14.4pp | 80.3%-25.8pp |
| Annual return | 12.77% | 1922.51%-1909.7pp | 1168.45%-1155.7pp | 372.94%-360.2pp |
| Employer contribution / active EE | $506 | $3,032-83.3% | $2,380-78.7% | $4,751-89.3% |
| Participant deferral / active EE | $3,438 | $4,676-26.5% | $3,985-13.7% | $6,710-48.8% |
| Admin fee / account holder | $594 | $8,657-93.1% | $6,852-91.3% | $11,403-94.8% |