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 | $90,177 | $82,286+9.6% | $68,791+31.1% | $134,475-32.9% |
| Participation rate | 17.4% | 75.1%-57.7pp | 69.0%-51.6pp | 81.2%-63.8pp |
| Annual return | -12.47% | -2.19%-10.3pp | -6.38%-6.1pp | 417.96%-430.4pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $113 | $4,739-97.6% | $3,941-97.1% | $6,400-98.2% |
| Admin fee / account holder | $2,818 | $6,481-56.5% | $4,932-42.9% | $11,426-75.3% |