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 | $23,166 | $54,350-57.4% | $82,719-72.0% | $68,494-66.2% |
| Participation rate | 57.9% | 63.9%-6.0pp | 72.6%-14.7pp | 67.9%-10.0pp |
| Annual return | 3.56% | -13.67%+17.2pp | 701.18%-697.6pp | -7.84%+11.4pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,350 | $3,246+3.2% | $4,395-23.8% | $4,027-16.8% |
| Admin fee / account holder | $584 | $4,395-86.7% | $5,329-89.0% | $5,403-89.2% |