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 5-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 | $10,941 | $93,024-88.2% | $77,024-85.8% | $134,475-91.9% |
| Participation rate | 33.3% | 74.5%-41.1pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | -20.12% | 62.60%-82.7pp | 42.32%-62.4pp | 417.96%-438.1pp |
| Employer contribution / active EE | $28 | $3,418-99.2% | $2,812-99.0% | $4,740-99.4% |
| Participant deferral / active EE | $1,880 | $5,238-64.1% | $4,426-57.5% | $6,400-70.6% |
| Admin fee / account holder | $3,106 | $6,944-55.3% | $5,425-42.8% | $11,426-72.8% |