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 8-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 | $27,720 | $133,958-79.3% | $112,228-75.3% | $134,475-79.4% |
| Participation rate | 39.1% | 78.6%-39.4pp | 75.1%-35.9pp | 81.2%-42.1pp |
| Annual return | -19.68% | 47.11%-66.8pp | 27.45%-47.1pp | 417.96%-437.6pp |
| Employer contribution / active EE | $337 | $4,038-91.7% | $3,635-90.7% | $4,740-92.9% |
| Participant deferral / active EE | $2,181 | $5,291-58.8% | $4,728-53.9% | $6,400-65.9% |
| Admin fee / account holder | $462 | $7,489-93.8% | $6,410-92.8% | $11,426-96.0% |