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 | $117,943 | $45,863+157.2% | $77,024+53.1% | $68,494+72.2% |
| Participation rate | 34.5% | 55.9%-21.4pp | 67.9%-33.4pp | 67.9%-33.4pp |
| Annual return | -18.87% | 1.72%-20.6pp | 42.32%-61.2pp | -7.84%-11.0pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,653 | $2,962-44.2% | $4,426-62.6% | $4,027-58.9% |
| Admin fee / account holder | $7,470 | $3,041+145.7% | $5,425+37.7% | $5,403+38.3% |