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 | $22,804 | $76,000-70.0% | $154,107-85.2% | $64,186-64.5% |
| Participation rate | 47.1% | 70.4%-23.4pp | 83.0%-36.0pp | 69.6%-22.5pp |
| Annual return | -4.90% | 30.32%-35.2pp | 735.12%-740.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $440 | $3,351-86.9% | $5,298-91.7% | $2,381-81.5% |
| Participant deferral / active EE | $582 | $3,175-81.7% | $5,081-88.6% | $3,470-83.2% |
| Admin fee / account holder | $2,452 | $5,596-56.2% | $13,411-81.7% | $4,888-49.8% |