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 | $29,453 | $76,000-61.2% | $154,107-80.9% | $64,186-54.1% |
| Participation rate | 31.4% | 70.4%-39.0pp | 83.0%-51.7pp | 69.6%-38.2pp |
| Annual return | -5.28% | 30.32%-35.6pp | 735.12%-740.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $517 | $3,351-84.6% | $5,298-90.2% | $2,381-78.3% |
| Participant deferral / active EE | $545 | $3,175-82.8% | $5,081-89.3% | $3,470-84.3% |
| Admin fee / account holder | $520 | $5,596-90.7% | $13,411-96.1% | $4,888-89.4% |