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 8-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 | $18,930 | $82,664-77.1% | $125,339-84.9% | $68,494-72.4% |
| Participation rate | 41.2% | 75.0%-33.9pp | 82.4%-41.2pp | 67.9%-26.7pp |
| Annual return | -14.65% | -5.97%-8.7pp | 572.05%-586.7pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,124 | $3,381-66.8% | $4,814-76.7% | $2,596-56.7% |
| Participant deferral / active EE | $2,060 | $6,110-66.3% | $7,446-72.3% | $4,027-48.9% |
| Admin fee / account holder | $1,739 | $6,275-72.3% | $10,010-82.6% | $5,403-67.8% |