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 7-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 | $13,020 | $100,773-87.1% | $88,946-85.4% | $142,382-90.9% |
| Participation rate | 37.5% | 74.3%-36.8pp | 68.8%-31.3pp | 80.1%-42.6pp |
| Annual return | 15.48% | 70.18%-54.7pp | 57.82%-42.3pp | 217.08%-201.6pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,370 | $5,230-54.7% | $4,581-48.3% | $6,507-63.6% |
| Admin fee / account holder | $28,673 | $9,693+195.8% | $8,261+247.1% | $12,624+127.1% |