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 9-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 | $25,513 | $82,664-69.1% | $125,339-79.6% | $68,494-62.8% |
| Participation rate | 44.7% | 75.0%-30.3pp | 82.4%-37.6pp | 67.9%-23.2pp |
| Annual return | -12.92% | -5.97%-6.9pp | 572.05%-585.0pp | -7.84%-5.1pp |
| Employer contribution / active EE | $1,139 | $3,381-66.3% | $4,814-76.3% | $2,596-56.1% |
| Participant deferral / active EE | $2,436 | $6,110-60.1% | $7,446-67.3% | $4,027-39.5% |
| Admin fee / account holder | $13,098 | $6,275+108.7% | $10,010+30.9% | $5,403+142.4% |