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 10-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 | $21,349 | $51,576-58.6% | $129,207-83.5% | $80,856-73.6% |
| Participation rate | 25.5% | 57.0%-31.4pp | 69.6%-44.1pp | 67.6%-42.1pp |
| Annual return | 11.26% | 20.81%-9.5pp | 9417.33%-9406.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,351 | $2,669-49.4% | $4,168-67.6% | $4,296-68.5% |
| Admin fee / account holder | $9,121 | $4,305+111.9% | $7,715+18.2% | $6,918+31.8% |