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 8-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 | $25,208 | $60,124-58.1% | $90,404-72.1% | $79,858-68.4% |
| Participation rate | 65.5% | 65.0%+0.5pp | 72.7%-7.2pp | 69.6%-4.2pp |
| Annual return | 13.61% | 71.94%-58.3pp | 1293.02%-1279.4pp | 31.71%-18.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,410 | $2,938-52.0% | $3,963-64.4% | $3,740-62.3% |
| Admin fee / account holder | $839 | $3,976-78.9% | $5,611-85.1% | $5,306-84.2% |