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 | $25,399 | $172,478-85.3% | $145,661-82.6% | $142,382-82.2% |
| Participation rate | 55.6% | 80.1%-24.5pp | 77.2%-21.7pp | 80.1%-24.6pp |
| Annual return | 18.06% | 151.09%-133.0pp | 101.46%-83.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $0 | $4,899-100.0% | $4,238-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,375 | $8,348-47.6% | $7,198-39.2% | $6,507-32.8% |
| Admin fee / account holder | $354 | $16,864-97.9% | $12,466-97.2% | $12,624-97.2% |