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 | $39,049 | $62,586-37.6% | $76,768-49.1% | $64,186-39.2% |
| Participation rate | 51.9% | 72.8%-20.9pp | 77.0%-25.1pp | 69.6%-17.7pp |
| Annual return | -6.03% | -1.95%-4.1pp | 2.43%-8.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,443 | $3,145-54.1% | $3,852-62.5% | $3,470-58.4% |
| Admin fee / account holder | $1,747 | $4,667-62.6% | $6,675-73.8% | $4,888-64.3% |