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 | $94,950 | $100,754-5.8% | $86,677+9.5% | $134,475-29.4% |
| Participation rate | 60.0% | 78.9%-18.9pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | -17.64% | 29.04%-46.7pp | 35.91%-53.5pp | 417.96%-435.6pp |
| Employer contribution / active EE | $246 | $3,489-93.0% | $2,836-91.3% | $4,740-94.8% |
| Participant deferral / active EE | $2,450 | $5,338-54.1% | $4,656-47.4% | $6,400-61.7% |
| Admin fee / account holder | $4,802 | $10,926-56.0% | $7,493-35.9% | $11,426-58.0% |