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 7-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 | $19,558 | $82,664-76.3% | $125,339-84.4% | $68,494-71.4% |
| Participation rate | 63.6% | 75.0%-11.4pp | 82.4%-18.7pp | 67.9%-4.3pp |
| Annual return | -15.17% | -5.97%-9.2pp | 572.05%-587.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,669 | $3,381-50.6% | $4,814-65.3% | $2,596-35.7% |
| Participant deferral / active EE | $1,927 | $6,110-68.5% | $7,446-74.1% | $4,027-52.1% |
| Admin fee / account holder | $1,700 | $6,275-72.9% | $10,010-83.0% | $5,403-68.5% |