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 | $62,897 | $163,676-61.6% | $68,791-8.6% | - |
| Participation rate | 63.6% | 66.2%-2.6pp | 69.0%-5.4pp | - |
| Annual return | -13.89% | -11.88%-2.0pp | -6.38%-7.5pp | - |
| Employer contribution / active EE | $2,371 | $2,304+2.9% | $2,655-10.7% | - |
| Participant deferral / active EE | $2,651 | $3,975-33.3% | $3,941-32.7% | - |
| Admin fee / account holder | $5,472 | $34,290-84.0% | $4,932+11.0% | - |