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 | $149,755 | $105,860+41.5% | $90,749+65.0% | $134,475+11.4% |
| Participation rate | 54.5% | 78.2%-23.7pp | 75.7%-21.1pp | 81.2%-26.7pp |
| Annual return | -5.33% | -11.01%+5.7pp | -12.16%+6.8pp | 417.96%-423.3pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $650 | $5,216-87.5% | $4,564-85.7% | $6,400-89.8% |
| Admin fee / account holder | $22,429 | $13,938+60.9% | $8,445+165.6% | $11,426+96.3% |