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 7-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.
Participant 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 | $19,368 | $59,107-67.2% | $86,436-77.6% | $68,494-71.7% |
| Participation rate | 61.3% | 75.2%-14.0pp | 80.3%-19.0pp | 67.9%-6.6pp |
| Annual return | 1.01% | -0.23%+1.2pp | 4394.89%-4393.9pp | -7.84%+8.9pp |
| Employer contribution / active EE | $1,100 | $2,519-56.3% | $3,769-70.8% | $2,596-57.6% |
| Participant deferral / active EE | $1,471 | $5,901-75.1% | $6,952-78.8% | $4,027-63.5% |
| Admin fee / account holder | $1,914 | $5,637-66.1% | $6,731-71.6% | $5,403-64.6% |