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 | $28,227 | $41,078-31.3% | $80,569-65.0% | $71,457-60.5% |
| Participation rate | 27.5% | 50.2%-22.7pp | 67.0%-39.5pp | 67.9%-40.4pp |
| Annual return | 25.96% | 38.45%-12.5pp | 935.43%-909.5pp | 28.85%-2.9pp |
| Employer contribution / active EE | $145 | $1,506-90.4% | $2,723-94.7% | $2,588-94.4% |
| Participant deferral / active EE | $2,062 | $2,699-23.6% | $4,447-53.6% | $4,289-51.9% |
| Admin fee / account holder | $600 | $1,840-67.4% | $5,377-88.8% | $1,587-62.2% |