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 | $21,957 | $56,199-60.9% | $67,652-67.5% | $59,632-63.2% |
| Participation rate | 56.0% | 71.5%-15.5pp | 75.7%-19.7pp | 68.7%-12.7pp |
| Annual return | 1.10% | 18505.31%-18504.2pp | 6625.04%-6623.9pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,953 | $2,844+109.4% | $3,560+67.2% | $3,192+86.5% |
| Admin fee / account holder | $1,574 | $3,958-60.2% | $4,821-67.4% | $4,297-63.4% |