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 | $150,973 | $83,902+79.9% | $167,512-9.9% | $84,808+78.0% |
| Participation rate | 50.0% | 66.5%-16.5pp | 77.1%-27.1pp | 68.3%-18.3pp |
| Annual return | 13.79% | 91.55%-77.8pp | 1615.79%-1602.0pp | 40.90%-27.1pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,681 | $4,442+27.9% | $6,405-11.3% | $4,212+34.9% |
| Admin fee / account holder | $4,732 | $7,915-40.2% | $9,769-51.6% | $7,344-35.6% |