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 | $44,396 | $59,805-25.8% | $79,550-44.2% | $68,494-35.2% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.5%-2.8pp | 67.9%-1.2pp |
| Annual return | -14.98% | -12.30%-2.7pp | 0.16%-15.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $264 | $1,505-82.5% | $2,413-89.1% | $2,596-89.8% |
| Participant deferral / active EE | $2,684 | $3,024-11.3% | $3,985-32.7% | $4,027-33.4% |
| Admin fee / account holder | $10,167 | $4,835+110.3% | $6,832+48.8% | $5,403+88.2% |