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 | $107,051 | $71,883+48.9% | $86,677+23.5% | $68,494+56.3% |
| Participation rate | 28.4% | 72.2%-43.8pp | 76.6%-48.2pp | 67.9%-39.5pp |
| Annual return | -15.20% | 3.52%-18.7pp | 35.91%-51.1pp | -7.84%-7.4pp |
| Employer contribution / active EE | $301 | $2,173-86.1% | $2,836-89.4% | $2,596-88.4% |
| Participant deferral / active EE | $2,009 | $3,779-46.8% | $4,656-56.8% | $4,027-50.1% |
| Admin fee / account holder | $17,648 | $6,112+188.7% | $7,493+135.5% | $5,403+226.6% |