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 9-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 | $25,371 | $34,934-27.4% | $56,411-55.0% | $74,495-65.9% |
| Participation rate | 29.6% | 32.8%-3.3pp | 52.5%-22.9pp | 67.2%-37.6pp |
| Annual return | 15.91% | 25.94%-10.0pp | 1701.33%-1685.4pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $19 | $609-96.8% | $1,039-98.1% | $2,623-99.3% |
| Participant deferral / active EE | $571 | $1,170-51.3% | $1,952-70.8% | $4,346-86.9% |
| Admin fee / account holder | $2,920 | $2,364+23.5% | $2,829+3.2% | $1,942+50.4% |