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 8-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 | $56,007 | $102,317-45.3% | $146,958-61.9% | $80,856-30.7% |
| Participation rate | 53.9% | 75.8%-21.9pp | 82.2%-28.2pp | 67.6%-13.7pp |
| Annual return | 17.31% | 134.76%-117.4pp | 418.34%-401.0pp | 35.59%-18.3pp |
| Employer contribution / active EE | $37 | $3,713-99.0% | $4,933-99.2% | $2,755-98.6% |
| Participant deferral / active EE | $4,244 | $6,644-36.1% | $8,070-47.4% | $4,296-1.2% |
| Admin fee / account holder | $6,389 | $7,941-19.6% | $12,998-50.8% | $6,918-7.7% |