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 | $14,818 | $42,894-65.5% | $60,874-75.7% | $68,494-78.4% |
| Participation rate | 26.4% | 66.8%-40.4pp | 73.1%-46.7pp | 67.9%-41.5pp |
| Annual return | -18.57% | -13.98%-4.6pp | 16.90%-35.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $80 | $1,978-96.0% | $2,701-97.0% | $2,596-96.9% |
| Participant deferral / active EE | $1,814 | $2,867-36.7% | $3,817-52.5% | $4,027-54.9% |
| Admin fee / account holder | $929 | $3,101-70.0% | $3,224-71.2% | $5,403-82.8% |