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 | $22,042 | $54,517-59.6% | $75,972-71.0% | $74,495-70.4% |
| Participation rate | 45.0% | 60.3%-15.3pp | 69.1%-24.0pp | 67.2%-22.2pp |
| Annual return | 24.06% | 31.82%-7.8pp | 359.55%-335.5pp | 1364.94%-1340.9pp |
| Employer contribution / active EE | $0 | $1,777-100.0% | $2,685-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,949 | $3,066-36.4% | $4,255-54.2% | $4,346-55.1% |
| Admin fee / account holder | $2,749 | $2,229+23.3% | $6,467-57.5% | $1,942+41.6% |