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.
Participant 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 | $81,803 | $59,805+36.8% | $79,550+2.8% | $68,494+19.4% |
| Participation rate | 25.9% | 61.1%-35.1pp | 69.5%-43.6pp | 67.9%-42.0pp |
| Annual return | -17.59% | -12.30%-5.3pp | 0.16%-17.8pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,586 | $1,505+5.4% | $2,413-34.3% | $2,596-38.9% |
| Participant deferral / active EE | $1,113 | $3,024-63.2% | $3,985-72.1% | $4,027-72.4% |
| Admin fee / account holder | $4,461 | $4,835-7.7% | $6,832-34.7% | $5,403-17.4% |