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 | $52,741 | $82,664-36.2% | $125,339-57.9% | $68,494-23.0% |
| Participation rate | 34.9% | 75.0%-40.2pp | 82.4%-47.5pp | 67.9%-33.0pp |
| Annual return | -10.29% | -5.97%-4.3pp | 572.05%-582.3pp | -7.84%-2.4pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,318 | $6,110-62.1% | $7,446-68.9% | $4,027-42.4% |
| Admin fee / account holder | $11,377 | $6,275+81.3% | $10,010+13.7% | $5,403+110.6% |