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 | $9,759 | $73,867-86.8% | $143,757-93.2% | $68,494-85.8% |
| Participation rate | 52.0% | 66.7%-14.7pp | 80.3%-28.3pp | 67.9%-15.9pp |
| Annual return | -18.90% | 1.01%-19.9pp | -0.04%-18.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $459 | $3,184-85.6% | $4,951-90.7% | $2,596-82.3% |
| Participant deferral / active EE | $604 | $3,384-82.2% | $5,637-89.3% | $4,027-85.0% |
| Admin fee / account holder | $378 | $5,755-93.4% | $14,673-97.4% | $5,403-93.0% |