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 | $42,577 | $56,357-24.5% | $104,294-59.2% | $68,494-37.8% |
| Participation rate | 61.3% | 63.3%-2.0pp | 73.3%-12.0pp | 67.9%-6.6pp |
| Annual return | -18.93% | -9.19%-9.7pp | 24.61%-43.5pp | -7.84%-11.1pp |
| Employer contribution / active EE | $4,284 | $1,960+118.6% | $3,372+27.1% | $2,596+65.0% |
| Participant deferral / active EE | $96 | $3,077-96.9% | $4,625-97.9% | $4,027-97.6% |
| Admin fee / account holder | $11,816 | $4,903+141.0% | $7,339+61.0% | $5,403+118.7% |