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 | $45,750 | $49,177-7.0% | $79,464-42.4% | $64,186-28.7% |
| Participation rate | 45.8% | 65.0%-19.2pp | 73.3%-27.5pp | 69.6%-23.7pp |
| Annual return | 22.94% | -1.16%+24.1pp | 718.14%-695.2pp | 7.63%+15.3pp |
| Employer contribution / active EE | $6 | $2,076-99.7% | $2,800-99.8% | $2,381-99.8% |
| Participant deferral / active EE | $2,456 | $2,821-13.0% | $3,704-33.7% | $3,470-29.2% |
| Admin fee / account holder | $659 | $3,839-82.8% | $5,113-87.1% | $4,888-86.5% |