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 | $34,458 | $69,515-50.4% | $86,874-60.3% | $85,850-59.9% |
| Participation rate | 48.1% | 66.3%-18.2pp | 71.6%-23.5pp | 69.3%-21.2pp |
| Annual return | 11.33% | 20.12%-8.8pp | 63.52%-52.2pp | 318.53%-307.2pp |
| Employer contribution / active EE | $77 | $1,880-95.9% | $2,495-96.9% | $2,565-97.0% |
| Participant deferral / active EE | $2,630 | $2,919-9.9% | $3,699-28.9% | $3,952-33.5% |
| Admin fee / account holder | $1,480 | $5,972-75.2% | $5,828-74.6% | $6,260-76.4% |