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 | $34,895 | $76,912-54.6% | $129,110-73.0% | $68,494-49.1% |
| Participation rate | 31.7% | 69.1%-37.5pp | 77.3%-45.6pp | 67.9%-36.2pp |
| Annual return | -6.96% | -9.78%+2.8pp | -10.94%+4.0pp | -7.84%+0.9pp |
| Employer contribution / active EE | $1,083 | $3,243-66.6% | $5,052-78.6% | $2,596-58.3% |
| Participant deferral / active EE | $799 | $4,732-83.1% | $6,542-87.8% | $4,027-80.2% |
| Admin fee / account holder | $4,146 | $6,638-37.5% | $14,302-71.0% | $5,403-23.3% |