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 6-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 | $18,727 | $54,705-65.8% | $71,209-73.7% | $84,808-77.9% |
| Participation rate | 32.2% | 64.1%-31.9pp | 73.8%-41.5pp | 68.3%-36.1pp |
| Annual return | 17.97% | 35.90%-17.9pp | 282.51%-264.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,282 | $3,030-57.7% | $4,175-69.3% | $4,212-69.6% |
| Admin fee / account holder | $867 | $4,863-82.2% | $5,349-83.8% | $7,344-88.2% |