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 8-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 | $17,801 | $53,162-66.5% | $91,220-80.5% | $68,494-74.0% |
| Participation rate | 37.5% | 63.2%-25.7pp | 73.2%-35.7pp | 67.9%-30.4pp |
| Annual return | -16.39% | -3.14%-13.3pp | 114.01%-130.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $861 | $1,709-49.6% | $2,850-69.8% | $2,596-66.8% |
| Participant deferral / active EE | $1,051 | $2,974-64.7% | $4,234-75.2% | $4,027-73.9% |
| Admin fee / account holder | $975 | $4,493-78.3% | $5,420-82.0% | $5,403-82.0% |