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 | $23,648 | $64,707-63.5% | $112,228-78.9% | $68,494-65.5% |
| Participation rate | 62.6% | 67.2%-4.5pp | 75.1%-12.4pp | 67.9%-5.3pp |
| Annual return | -16.01% | -11.40%-4.6pp | 27.45%-43.5pp | -7.84%-8.2pp |
| Employer contribution / active EE | $274 | $2,746-90.0% | $3,635-92.5% | $2,596-89.4% |
| Participant deferral / active EE | $2,471 | $3,565-30.7% | $4,728-47.7% | $4,027-38.6% |
| Admin fee / account holder | $4,510 | $5,232-13.8% | $6,410-29.6% | $5,403-16.5% |