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 | $18,424 | $133,958-86.2% | $112,228-83.6% | $134,475-86.3% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -17.09% | 47.11%-64.2pp | 27.45%-44.5pp | 417.96%-435.1pp |
| Employer contribution / active EE | $570 | $4,038-85.9% | $3,635-84.3% | $4,740-88.0% |
| Participant deferral / active EE | $1,523 | $5,291-71.2% | $4,728-67.8% | $6,400-76.2% |
| Admin fee / account holder | $340 | $7,489-95.5% | $6,410-94.7% | $11,426-97.0% |