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 | $28,951 | $85,790-66.3% | $67,313-57.0% | $135,375-78.6% |
| Participation rate | 38.1% | 76.5%-38.4pp | 69.1%-31.0pp | 82.6%-44.5pp |
| Annual return | -8.41% | -0.54%-7.9pp | -4.08%-4.3pp | 519.73%-528.1pp |
| Employer contribution / active EE | $583 | $3,487-83.3% | $2,566-77.3% | $4,779-87.8% |
| Participant deferral / active EE | $624 | $4,651-86.6% | $3,568-82.5% | $5,609-88.9% |
| Admin fee / account holder | $1,043 | $6,392-83.7% | $4,507-76.9% | $10,827-90.4% |