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 | $104,557 | $112,096-6.7% | $95,952+9.0% | $158,922-34.2% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 6.66% | 171.09%-164.4pp | 91.61%-85.0pp | 302.83%-296.2pp |
| Employer contribution / active EE | $542 | $3,198-83.0% | $2,541-78.7% | $4,761-88.6% |
| Participant deferral / active EE | $6,440 | $4,784+34.6% | $4,167+54.6% | $5,982+7.7% |
| Admin fee / account holder | $1,148 | $10,130-88.7% | $6,795-83.1% | $11,246-89.8% |