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 8-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 | $111,606 | $129,942-14.1% | $104,294+7.0% | $134,475-17.0% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | -16.74% | 42.03%-58.8pp | 24.61%-41.4pp | 417.96%-434.7pp |
| Employer contribution / active EE | $0 | $4,184-100.0% | $3,372-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,176 | $5,588-7.4% | $4,625+11.9% | $6,400-19.1% |
| Admin fee / account holder | $8,065 | $9,323-13.5% | $7,339+9.9% | $11,426-29.4% |