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.
Participant 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 | $2,982 | $76,738-96.1% | $56,411-94.7% | $145,922-98.0% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.1pp | 80.3%-46.9pp |
| Annual return | 22.45% | 2994.23%-2971.8pp | 1701.33%-1678.9pp | 561.29%-538.8pp |
| Employer contribution / active EE | $95 | $1,380-93.1% | $1,039-90.8% | $4,660-98.0% |
| Participant deferral / active EE | $154 | $2,623-94.1% | $1,952-92.1% | $6,688-97.7% |
| Admin fee / account holder | $867 | $3,334-74.0% | $2,829-69.4% | $13,397-93.5% |