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 | $28,024 | $124,185-77.4% | $108,410-74.1% | $167,490-83.3% |
| Participation rate | 68.2% | 82.3%-14.1pp | 80.1%-12.0pp | 82.1%-13.9pp |
| Annual return | 25.76% | 1379.64%-1353.9pp | 905.27%-879.5pp | 478.56%-452.8pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $16,419 | $6,908+137.7% | $6,563+150.2% | $6,341+158.9% |
| Admin fee / account holder | $518 | $9,455-94.5% | $7,295-92.9% | $12,309-95.8% |