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 | $38,592 | $52,953-27.1% | $172,739-77.7% | $65,185-40.8% |
| Participation rate | 11.9% | 66.2%-54.3pp | 82.6%-70.7pp | 70.2%-58.3pp |
| Annual return | 18.45% | 30.12%-11.7pp | 802.84%-784.4pp | 29.38%-10.9pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,316 | $2,471-46.7% | $5,198-74.7% | $3,514-62.6% |
| Admin fee / account holder | $2,377 | $472+403.6% | $13,954-83.0% | $847+180.6% |