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 | $39,258 | $69,010-43.1% | $159,960-75.5% | $68,494-42.7% |
| Participation rate | 38.7% | 65.4%-26.7pp | 78.0%-39.2pp | 67.9%-29.2pp |
| Annual return | -16.08% | -9.65%-6.4pp | 408.60%-424.7pp | -7.84%-8.2pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,959 | $4,212-29.7% | $6,182-52.1% | $4,027-26.5% |
| Admin fee / account holder | $2,971 | $4,798-38.1% | $8,698-65.8% | $5,403-45.0% |