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 | $66,913 | $72,404-7.6% | $110,238-39.3% | $64,186+4.2% |
| Participation rate | 37.3% | 73.3%-36.1pp | 79.8%-42.6pp | 69.6%-32.3pp |
| Annual return | -6.24% | -6.29%0pp | 314.74%-321.0pp | 7.63%-13.9pp |
| Employer contribution / active EE | $586 | $2,282-74.3% | $3,826-84.7% | $2,381-75.4% |
| Participant deferral / active EE | $1,362 | $3,469-60.7% | $4,672-70.9% | $3,470-60.7% |
| Admin fee / account holder | $2,023 | $5,664-64.3% | $8,547-76.3% | $4,888-58.6% |