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 | $18,806 | $58,927-68.1% | $76,817-75.5% | $72,985-74.2% |
| Participation rate | 31.1% | 67.3%-36.2pp | 72.1%-40.9pp | 69.5%-38.3pp |
| Annual return | 19.88% | 2305.64%-2285.8pp | 1166.11%-1146.2pp | 81.00%-61.1pp |
| Employer contribution / active EE | $283 | $1,787-84.2% | $2,302-87.7% | $2,440-88.4% |
| Participant deferral / active EE | $1,616 | $2,690-39.9% | $3,336-51.6% | $3,607-55.2% |
| Admin fee / account holder | $1,727 | $4,013-57.0% | $6,420-73.1% | $5,124-66.3% |