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 | $82,969 | $71,883+15.4% | $86,677-4.3% | $68,494+21.1% |
| Participation rate | 53.5% | 72.2%-18.7pp | 76.6%-23.1pp | 67.9%-14.4pp |
| Annual return | -18.24% | 3.52%-21.8pp | 35.91%-54.1pp | -7.84%-10.4pp |
| Employer contribution / active EE | $461 | $2,173-78.8% | $2,836-83.7% | $2,596-82.2% |
| Participant deferral / active EE | $3,317 | $3,779-12.2% | $4,656-28.8% | $4,027-17.6% |
| Admin fee / account holder | $9,432 | $6,112+54.3% | $7,493+25.9% | $5,403+74.6% |