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 | $16,748 | $49,177-65.9% | $79,464-78.9% | $64,186-73.9% |
| Participation rate | 50.7% | 65.0%-14.3pp | 73.3%-22.6pp | 69.6%-18.8pp |
| Annual return | -7.54% | -1.16%-6.4pp | 718.14%-725.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $213 | $2,076-89.7% | $2,800-92.4% | $2,381-91.0% |
| Participant deferral / active EE | $1,183 | $2,821-58.1% | $3,704-68.1% | $3,470-65.9% |
| Admin fee / account holder | $1,989 | $3,839-48.2% | $5,113-61.1% | $4,888-59.3% |