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 | $49,354 | $61,774-20.1% | $97,226-49.2% | $80,856-39.0% |
| Participation rate | 5.6% | 63.5%-57.9pp | 72.7%-67.1pp | 67.6%-62.1pp |
| Annual return | 14.53% | -557.90%+572.4pp | 75.13%-60.6pp | 35.59%-21.1pp |
| Employer contribution / active EE | $194 | $1,837-89.5% | $2,729-92.9% | $2,755-93.0% |
| Participant deferral / active EE | $1,248 | $3,029-58.8% | $4,264-70.7% | $4,296-70.9% |
| Admin fee / account holder | $1,300 | $5,166-74.8% | $5,654-77.0% | $6,918-81.2% |