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 | $27,627 | $57,354-51.8% | $83,848-67.1% | $64,186-57.0% |
| Participation rate | 41.5% | 68.6%-27.1pp | 76.1%-34.7pp | 69.6%-28.1pp |
| Annual return | -6.73% | 11.38%-18.1pp | 850.88%-857.6pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $476 | $2,993-84.1% | $4,082-88.3% | $3,470-86.3% |
| Admin fee / account holder | $1,033 | $4,046-74.5% | $5,478-81.1% | $4,888-78.9% |