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 | $24,144 | $76,000-68.2% | $154,107-84.3% | $64,186-62.4% |
| Participation rate | 46.7% | 70.4%-23.7pp | 83.0%-36.4pp | 69.6%-22.9pp |
| Annual return | -5.83% | 30.32%-36.1pp | 735.12%-740.9pp | 7.63%-13.5pp |
| Employer contribution / active EE | $499 | $3,351-85.1% | $5,298-90.6% | $2,381-79.0% |
| Participant deferral / active EE | $753 | $3,175-76.3% | $5,081-85.2% | $3,470-78.3% |
| Admin fee / account holder | $4,066 | $5,596-27.3% | $13,411-69.7% | $4,888-16.8% |