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 | $24,457 | $88,594-72.4% | $70,092-65.1% | $134,475-81.8% |
| Participation rate | 50.0% | 74.9%-24.9pp | 70.5%-20.5pp | 81.2%-31.2pp |
| Annual return | -15.10% | 442.67%-457.8pp | 190.73%-205.8pp | 417.96%-433.1pp |
| Employer contribution / active EE | $587 | $3,233-81.9% | $2,559-77.1% | $4,740-87.6% |
| Participant deferral / active EE | $587 | $4,772-87.7% | $3,849-84.8% | $6,400-90.8% |
| Admin fee / account holder | $12,922 | $10,441+23.8% | $6,267+106.2% | $11,426+13.1% |