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 | $108,813 | $105,860+2.8% | $90,749+19.9% | $134,475-19.1% |
| Participation rate | 53.8% | 78.2%-24.4pp | 75.7%-21.8pp | 81.2%-27.4pp |
| Annual return | -16.53% | -11.01%-5.5pp | -12.16%-4.4pp | 417.96%-434.5pp |
| Employer contribution / active EE | $587 | $3,462-83.1% | $2,921-79.9% | $4,740-87.6% |
| Participant deferral / active EE | $1,598 | $5,216-69.4% | $4,564-65.0% | $6,400-75.0% |
| Admin fee / account holder | $33,286 | $13,938+138.8% | $8,445+294.2% | $11,426+191.3% |