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 5-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 | $20,844 | $49,173-57.6% | $121,098-82.8% | $75,163-72.3% |
| Participation rate | 59.4% | 55.4%+4.0pp | 69.5%-10.1pp | 67.2%-7.8pp |
| Annual return | 26.19% | 55.99%-29.8pp | 985.75%-959.6pp | 160.62%-134.4pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,293 | $2,628+25.3% | $4,080-19.3% | $4,125-20.2% |
| Admin fee / account holder | $3,421 | $3,942-13.2% | $5,644-39.4% | $5,651-39.5% |