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 | $23,370 | $62,586-62.7% | $76,768-69.6% | $64,186-63.6% |
| Participation rate | 66.0% | 72.8%-6.9pp | 77.0%-11.0pp | 69.6%-3.6pp |
| Annual return | -6.72% | -1.95%-4.8pp | 2.43%-9.1pp | 7.63%-14.4pp |
| Employer contribution / active EE | $323 | $1,832-82.4% | $2,485-87.0% | $2,381-86.4% |
| Participant deferral / active EE | $1,589 | $3,145-49.5% | $3,852-58.8% | $3,470-54.2% |
| Admin fee / account holder | $952 | $4,667-79.6% | $6,675-85.7% | $4,888-80.5% |