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 | $40,247 | $54,229-25.8% | $70,092-42.6% | $68,494-41.2% |
| Participation rate | 48.3% | 64.5%-16.2pp | 70.5%-22.2pp | 67.9%-19.6pp |
| Annual return | -13.48% | -13.87%+0.4pp | 190.73%-204.2pp | -7.84%-5.6pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,018 | $2,956-65.6% | $3,849-73.5% | $4,027-74.7% |
| Admin fee / account holder | $1,768 | $4,694-62.3% | $6,267-71.8% | $5,403-67.3% |