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 | $19,627 | $59,805-67.2% | $79,550-75.3% | $68,494-71.3% |
| Participation rate | 50.7% | 61.1%-10.3pp | 69.5%-18.8pp | 67.9%-17.2pp |
| Annual return | -18.34% | -12.30%-6.0pp | 0.16%-18.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $860 | $1,505-42.8% | $2,413-64.3% | $2,596-66.9% |
| Participant deferral / active EE | $1,102 | $3,024-63.6% | $3,985-72.4% | $4,027-72.6% |
| Admin fee / account holder | $1,794 | $4,835-62.9% | $6,832-73.7% | $5,403-66.8% |