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 | $60,410 | $97,757-38.2% | $83,848-28.0% | $135,375-55.4% |
| Participation rate | 61.5% | 80.0%-18.4pp | 76.1%-14.6pp | 82.6%-21.1pp |
| Annual return | -6.35% | 1287.37%-1293.7pp | 850.88%-857.2pp | 519.73%-526.1pp |
| Employer contribution / active EE | $4,805 | $4,222+13.8% | $3,631+32.3% | $4,779+0.5% |
| Participant deferral / active EE | $1,165 | $4,682-75.1% | $4,082-71.5% | $5,609-79.2% |
| Admin fee / account holder | $5,226 | $6,674-21.7% | $5,478-4.6% | $10,827-51.7% |