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 | $28,516 | $64,707-55.9% | $112,228-74.6% | $68,494-58.4% |
| Participation rate | 42.4% | 67.2%-24.7pp | 75.1%-32.6pp | 67.9%-25.5pp |
| Annual return | -13.86% | -11.40%-2.5pp | 27.45%-41.3pp | -7.84%-6.0pp |
| Employer contribution / active EE | $2,495 | $2,746-9.1% | $3,635-31.4% | $2,596-3.9% |
| Participant deferral / active EE | $591 | $3,565-83.4% | $4,728-87.5% | $4,027-85.3% |
| Admin fee / account holder | $8,222 | $5,232+57.1% | $6,410+28.3% | $5,403+52.2% |