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 | $50,590 | $50,666-0.2% | $76,817-34.1% | $65,185-22.4% |
| Participation rate | 30.8% | 68.8%-38.0pp | 72.1%-41.3pp | 70.2%-39.4pp |
| Annual return | 19.22% | 28.51%-9.3pp | 1166.11%-1146.9pp | 29.38%-10.2pp |
| Employer contribution / active EE | $0 | $1,575-100.0% | $2,302-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,595 | $2,647-39.7% | $3,336-52.2% | $3,514-54.6% |
| Admin fee / account holder | $6,166 | $463+1232.0% | $6,420-3.9% | $847+628.0% |