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 | $29,254 | $62,586-53.3% | $76,768-61.9% | $64,186-54.4% |
| Participation rate | 59.6% | 72.8%-13.2pp | 77.0%-17.4pp | 69.6%-10.0pp |
| Annual return | -3.05% | -1.95%-1.1pp | 2.43%-5.5pp | 7.63%-10.7pp |
| Employer contribution / active EE | $387 | $1,832-78.9% | $2,485-84.4% | $2,381-83.7% |
| Participant deferral / active EE | $4,186 | $3,145+33.1% | $3,852+8.7% | $3,470+20.6% |
| Admin fee / account holder | $2,531 | $4,667-45.8% | $6,675-62.1% | $4,888-48.2% |