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 | $84,941 | $51,228+65.8% | $77,024+10.3% | - |
| Participation rate | 32.3% | 44.6%-12.3pp | 67.9%-35.6pp | - |
| Annual return | -15.75% | 16.76%-32.5pp | 42.32%-58.1pp | - |
| Employer contribution / active EE | $419 | $1,482-71.8% | $2,812-85.1% | - |
| Participant deferral / active EE | $1,808 | $2,637-31.4% | $4,426-59.1% | - |
| Admin fee / account holder | $3,146 | $14,093-77.7% | $5,425-42.0% | - |