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 | $5,030 | $81,625-93.8% | $58,482-91.4% | $139,434-96.4% |
| Participation rate | 18.2% | 61.3%-43.1pp | 50.9%-32.7pp | 80.3%-62.1pp |
| Annual return | 12.06% | 7404.20%-7392.1pp | 4239.32%-4227.3pp | 372.94%-360.9pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $263 | $2,557-89.7% | $1,924-86.3% | $6,710-96.1% |
| Admin fee / account holder | $3,435 | $3,265+5.2% | $2,516+36.5% | $11,403-69.9% |