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 7-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 | $136,541 | $159,901-14.6% | $146,958-7.1% | $145,922-6.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.90% | 98.13%-85.2pp | 418.34%-405.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | -$61 | $5,286-101.2% | $4,933-101.2% | $4,660-101.3% |
| Participant deferral / active EE | $11,666 | $8,428+38.4% | $8,070+44.6% | $6,688+74.4% |
| Admin fee / account holder | $36,678 | $15,044+143.8% | $12,998+182.2% | $13,397+173.8% |