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 | $90,891 | $32,117+183.0% | $71,086+27.9% | $64,186+41.6% |
| Participation rate | 7.1% | 42.7%-35.6pp | 54.7%-47.5pp | 69.6%-62.4pp |
| Annual return | -4.96% | -5.57%+0.6pp | 650.59%-655.5pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,321 | $1,263+4.6% | $1,874-29.5% | $3,470-61.9% |
| Admin fee / account holder | $650 | $2,759-76.5% | $3,082-78.9% | $4,888-86.7% |