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 | $55,194 | $72,404-23.8% | $110,238-49.9% | $64,186-14.0% |
| Participation rate | 40.5% | 73.3%-32.9pp | 79.8%-39.3pp | 69.6%-29.1pp |
| Annual return | -6.91% | -6.29%-0.6pp | 314.74%-321.6pp | 7.63%-14.5pp |
| Employer contribution / active EE | $227 | $2,282-90.1% | $3,826-94.1% | $2,381-90.5% |
| Participant deferral / active EE | $2,166 | $3,469-37.6% | $4,672-53.6% | $3,470-37.6% |
| Admin fee / account holder | $617 | $5,664-89.1% | $8,547-92.8% | $4,888-87.4% |