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 | $52,067 | $95,862-45.7% | $79,550-34.5% | $134,475-61.3% |
| Participation rate | 37.5% | 75.0%-37.5pp | 69.5%-32.0pp | 81.2%-43.7pp |
| Annual return | -11.79% | -2.69%-9.1pp | 0.16%-12.0pp | 417.96%-429.8pp |
| Employer contribution / active EE | $338 | $3,128-89.2% | $2,413-86.0% | $4,740-92.9% |
| Participant deferral / active EE | $1,702 | $4,693-63.7% | $3,985-57.3% | $6,400-73.4% |
| Admin fee / account holder | $307 | $9,126-96.6% | $6,832-95.5% | $11,426-97.3% |