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 | $31,995 | $39,122-18.2% | $57,179-44.0% | $62,891-49.1% |
| Participation rate | 36.9% | 70.5%-33.6pp | 75.3%-38.4pp | 69.3%-32.4pp |
| Annual return | 5.76% | 9.23%-3.5pp | 14.59%-8.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,146 | $2,374-9.6% | $3,096-30.7% | $3,203-33.0% |
| Admin fee / account holder | $1,553 | $2,592-40.1% | $3,139-50.5% | $4,296-63.8% |