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 | $64,271 | $81,900-21.5% | $119,609-46.3% | $68,494-6.2% |
| Participation rate | 18.2% | 71.9%-53.7pp | 79.3%-61.1pp | 67.9%-49.7pp |
| Annual return | -15.62% | -23.82%+8.2pp | -14.97%-0.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $470 | $4,148-88.7% | $5,602-91.6% | $4,027-88.3% |
| Admin fee / account holder | $7,154 | $6,582+8.7% | $10,323-30.7% | $5,403+32.4% |