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 | $36,720 | $33,067+11.0% | $76,523-52.0% | $56,287-34.8% |
| Participation rate | 52.5% | 55.4%-2.9pp | 68.0%-15.5pp | 69.9%-17.4pp |
| Annual return | -5.29% | 2.72%-8.0pp | -0.27%-5.0pp | -9.96%+4.7pp |
| Employer contribution / active EE | $178 | $1,200-85.2% | $2,647-93.3% | $2,111-91.6% |
| Participant deferral / active EE | $1,107 | $2,240-50.6% | $3,835-71.1% | $3,350-66.9% |
| Admin fee / account holder | $1,597 | $537+197.4% | $4,848-67.1% | $521+206.5% |