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 | $57,729 | $73,004-20.9% | $90,749-36.4% | $68,494-15.7% |
| Participation rate | 45.2% | 70.8%-25.6pp | 75.7%-30.5pp | 67.9%-22.7pp |
| Annual return | -17.77% | -13.81%-4.0pp | -12.16%-5.6pp | -7.84%-9.9pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,135 | $3,627-68.7% | $4,564-75.1% | $4,027-71.8% |
| Admin fee / account holder | $2,095 | $5,896-64.5% | $8,445-75.2% | $5,403-61.2% |