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 | $26,030 | $79,449-67.2% | $189,557-86.3% | $85,850-69.7% |
| Participation rate | 57.7% | 66.0%-8.3pp | 78.4%-20.7pp | 69.3%-11.6pp |
| Annual return | 43.64% | 18.45%+25.2pp | 64.17%-20.5pp | 318.53%-274.9pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,494 | $4,051-63.1% | $6,174-75.8% | $3,952-62.2% |
| Admin fee / account holder | $2,364 | $5,377-56.0% | $9,807-75.9% | $6,260-62.2% |