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 | $84,319 | $75,935+11.0% | $60,547+39.3% | $125,391-32.8% |
| Participation rate | 15.4% | 76.5%-61.2pp | 68.0%-52.6pp | 83.2%-67.8pp |
| Annual return | -1.84% | -5.38%+3.5pp | 335.64%-337.5pp | 282.22%-284.1pp |
| Employer contribution / active EE | $46 | $3,438-98.7% | $2,419-98.1% | $4,866-99.1% |
| Participant deferral / active EE | $1,145 | $4,506-74.6% | $3,328-65.6% | $5,352-78.6% |
| Admin fee / account holder | $7,549 | $6,768+11.5% | $4,536+66.4% | $9,540-20.9% |