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 7-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 | $75,844 | $82,286-7.8% | $68,791+10.3% | $134,475-43.6% |
| Participation rate | 16.7% | 75.1%-58.4pp | 69.0%-52.4pp | 81.2%-64.6pp |
| Annual return | -17.85% | -2.19%-15.7pp | -6.38%-11.5pp | 417.96%-435.8pp |
| Employer contribution / active EE | $383 | $3,301-88.4% | $2,655-85.6% | $4,740-91.9% |
| Participant deferral / active EE | $4,500 | $4,739-5.0% | $3,941+14.2% | $6,400-29.7% |
| Admin fee / account holder | $647 | $6,481-90.0% | $4,932-86.9% | $11,426-94.3% |