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 | $63,206 | $73,004-13.4% | $90,749-30.4% | $68,494-7.7% |
| Participation rate | 59.6% | 70.8%-11.2pp | 75.7%-16.1pp | 67.9%-8.3pp |
| Annual return | -18.08% | -13.81%-4.3pp | -12.16%-5.9pp | -7.84%-10.2pp |
| Employer contribution / active EE | $499 | $2,193-77.2% | $2,921-82.9% | $2,596-80.8% |
| Participant deferral / active EE | $2,738 | $3,627-24.5% | $4,564-40.0% | $4,027-32.0% |
| Admin fee / account holder | $1,177 | $5,896-80.0% | $8,445-86.1% | $5,403-78.2% |