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 4-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 | $20,208 | $84,808-76.2% | - | $84,808-76.2% |
| Participation rate | 61.2% | 68.3%-7.1pp | - | 68.3%-7.1pp |
| Annual return | 18.04% | 40.90%-22.9pp | - | 40.90%-22.9pp |
| Employer contribution / active EE | $7 | $2,631-99.7% | - | $2,631-99.7% |
| Participant deferral / active EE | $2,696 | $4,212-36.0% | - | $4,212-36.0% |
| Admin fee / account holder | $2,220 | $7,344-69.8% | - | $7,344-69.8% |