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 | $26,001 | $73,004-64.4% | $90,749-71.3% | $68,494-62.0% |
| Participation rate | 43.7% | 70.8%-27.2pp | 75.7%-32.0pp | 67.9%-24.2pp |
| Annual return | -12.07% | -13.81%+1.7pp | -12.16%+0.1pp | -7.84%-4.2pp |
| Employer contribution / active EE | $756 | $2,193-65.5% | $2,921-74.1% | $2,596-70.9% |
| Participant deferral / active EE | $1,246 | $3,627-65.6% | $4,564-72.7% | $4,027-69.1% |
| Admin fee / account holder | $17,723 | $5,896+200.6% | $8,445+109.9% | $5,403+228.0% |