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 | $63,487 | $92,222-31.2% | $76,768-17.3% | $135,375-53.1% |
| Participation rate | 61.1% | 79.8%-18.7pp | 77.0%-15.9pp | 82.6%-21.5pp |
| Annual return | -6.19% | 5.46%-11.6pp | 2.43%-8.6pp | 519.73%-525.9pp |
| Employer contribution / active EE | $404 | $3,216-87.4% | $2,485-83.8% | $4,779-91.6% |
| Participant deferral / active EE | $3,903 | $4,509-13.4% | $3,852+1.3% | $5,609-30.4% |
| Admin fee / account holder | $39,028 | $10,748+263.1% | $6,675+484.7% | $10,827+260.5% |