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 3-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 | $63,326 | $61,774+2.5% | $97,226-34.9% | $80,856-21.7% |
| Participation rate | 68.6% | 63.5%+5.1pp | 72.7%-4.1pp | 67.6%+0.9pp |
| Annual return | 11.88% | -557.90%+569.8pp | 75.13%-63.3pp | 35.59%-23.7pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,713 | $3,029-10.4% | $4,264-36.4% | $4,296-36.8% |
| Admin fee / account holder | $40,632 | $5,166+686.5% | $5,654+618.7% | $6,918+487.3% |