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 | $92,870 | $117,690-21.1% | $71,735+29.5% | $134,475-30.9% |
| Participation rate | 30.0% | 68.8%-38.8pp | 62.3%-32.3pp | 81.2%-51.2pp |
| Annual return | -17.16% | 25.44%-42.6pp | 9.14%-26.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $296 | $2,525-88.3% | $1,704-82.6% | $4,740-93.7% |
| Participant deferral / active EE | $406 | $3,759-89.2% | $2,658-84.7% | $6,400-93.6% |
| Admin fee / account holder | $1,042 | $6,379-83.7% | $3,974-73.8% | $11,426-90.9% |