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 | $26,510 | $59,107-55.1% | $86,436-69.3% | $68,494-61.3% |
| Participation rate | 56.0% | 75.2%-19.2pp | 80.3%-24.3pp | 67.9%-11.9pp |
| Annual return | -18.42% | -0.23%-18.2pp | 4394.89%-4413.3pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,448 | $2,519-42.5% | $3,769-61.6% | $2,596-44.2% |
| Participant deferral / active EE | $2,283 | $5,901-61.3% | $6,952-67.2% | $4,027-43.3% |
| Admin fee / account holder | $2,503 | $5,637-55.6% | $6,731-62.8% | $5,403-53.7% |