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 | $61,287 | $64,707-5.3% | $112,228-45.4% | $68,494-10.5% |
| Participation rate | 34.9% | 67.2%-32.3pp | 75.1%-40.2pp | 67.9%-33.0pp |
| Annual return | -17.02% | -11.40%-5.6pp | 27.45%-44.5pp | -7.84%-9.2pp |
| Employer contribution / active EE | $562 | $2,746-79.5% | $3,635-84.5% | $2,596-78.4% |
| Participant deferral / active EE | $4,385 | $3,565+23.0% | $4,728-7.3% | $4,027+8.9% |
| Admin fee / account holder | $476 | $5,232-90.9% | $6,410-92.6% | $5,403-91.2% |