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 | $36,479 | $45,566-19.9% | $64,105-43.1% | $59,632-38.8% |
| Participation rate | 31.4% | 60.2%-28.8pp | 68.2%-36.8pp | 68.7%-37.3pp |
| Annual return | -2.11% | 4.95%-7.1pp | 791.24%-793.4pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $727 | $2,057-64.6% | $2,822-74.2% | $3,192-77.2% |
| Admin fee / account holder | $760 | $3,268-76.7% | $4,499-83.1% | $4,297-82.3% |