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 | $23,840 | $75,828-68.6% | $147,614-83.9% | $59,632-60.0% |
| Participation rate | 29.4% | 71.6%-42.2pp | 84.6%-55.2pp | 68.7%-39.3pp |
| Annual return | -1.89% | 0.37%-2.3pp | 61.98%-63.9pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,575 | $3,130+110.0% | $4,895+34.3% | $3,192+106.0% |
| Admin fee / account holder | $11,580 | $5,985+93.5% | $11,611-0.3% | $4,297+169.5% |