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 | $28,663 | $54,320-47.2% | $67,652-57.6% | $52,331-45.2% |
| Participation rate | 55.7% | 73.6%-17.9pp | 75.7%-20.0pp | 68.1%-12.4pp |
| Annual return | -0.87% | 6.81%-7.7pp | 6625.04%-6625.9pp | 4.54%-5.4pp |
| Employer contribution / active EE | $673 | $1,544-56.4% | $2,266-70.3% | $1,882-64.2% |
| Participant deferral / active EE | $1,331 | $2,950-54.9% | $3,560-62.6% | $3,022-56.0% |
| Admin fee / account holder | $901 | $527+71.2% | $4,821-81.3% | $592+52.4% |