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 | $34,181 | $42,894-20.3% | $60,874-43.9% | $68,494-50.1% |
| Participation rate | 43.4% | 66.8%-23.4pp | 73.1%-29.7pp | 67.9%-24.5pp |
| Annual return | -12.21% | -13.98%+1.8pp | 16.90%-29.1pp | -7.84%-4.4pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $498 | $2,867-82.6% | $3,817-87.0% | $4,027-87.6% |
| Admin fee / account holder | $8,168 | $3,101+163.4% | $3,224+153.3% | $5,403+51.2% |