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 | $34,283 | $105,181-67.4% | $159,436-78.5% | $85,850-60.1% |
| Participation rate | 17.9% | 75.8%-57.9pp | 82.8%-65.0pp | 69.3%-51.5pp |
| Annual return | 16.59% | 45.07%-28.5pp | 263.57%-247.0pp | 318.53%-301.9pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,542 | $5,945-74.1% | $7,352-79.0% | $3,952-61.0% |
| Admin fee / account holder | $12,235 | $6,933+76.5% | $10,799+13.3% | $6,260+95.4% |