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 | $22,407 | $45,566-50.8% | $64,105-65.0% | $59,632-62.4% |
| Participation rate | 28.1% | 60.2%-32.0pp | 68.2%-40.0pp | 68.7%-40.5pp |
| Annual return | -1.46% | 4.95%-6.4pp | 791.24%-792.7pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $469 | $2,057-77.2% | $2,822-83.4% | $3,192-85.3% |
| Admin fee / account holder | $885 | $3,268-72.9% | $4,499-80.3% | $4,297-79.4% |