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 | $37,952 | $110,094-65.5% | $151,611-75.0% | $68,494-44.6% |
| Participation rate | 29.1% | 84.0%-54.9pp | 87.5%-58.4pp | 67.9%-38.8pp |
| Annual return | -17.53% | -10.12%-7.4pp | 3.33%-20.9pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,394 | $4,471-68.8% | $6,166-77.4% | $2,596-46.3% |
| Participant deferral / active EE | $2,549 | $6,527-60.9% | $8,363-69.5% | $4,027-36.7% |
| Admin fee / account holder | $680 | $7,719-91.2% | $11,616-94.1% | $5,403-87.4% |