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 | $29,538 | $42,894-31.1% | $60,874-51.5% | $68,494-56.9% |
| Participation rate | 67.3% | 66.8%+0.5pp | 73.1%-5.8pp | 67.9%-0.6pp |
| Annual return | -18.65% | -13.98%-4.7pp | 16.90%-35.5pp | -7.84%-10.8pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,714 | $2,867-40.2% | $3,817-55.1% | $4,027-57.4% |
| Admin fee / account holder | $9,219 | $3,101+197.3% | $3,224+185.9% | $5,403+70.6% |