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 | $33,446 | $85,790-61.0% | $67,313-50.3% | $135,375-75.3% |
| Participation rate | 64.3% | 76.5%-12.2pp | 69.1%-4.8pp | 82.6%-18.4pp |
| Annual return | -1.07% | -0.54%-0.5pp | -4.08%+3.0pp | 519.73%-520.8pp |
| Employer contribution / active EE | $28 | $3,487-99.2% | $2,566-98.9% | $4,779-99.4% |
| Participant deferral / active EE | $2,512 | $4,651-46.0% | $3,568-29.6% | $5,609-55.2% |
| Admin fee / account holder | $5,667 | $6,392-11.4% | $4,507+25.7% | $10,827-47.7% |