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 | $38,074 | $142,405-73.3% | $115,157-66.9% | $152,861-75.1% |
| Participation rate | 35.7% | 82.4%-46.6pp | 75.9%-40.2pp | 82.4%-46.7pp |
| Annual return | 21.40% | 41.48%-20.1pp | 35.60%-14.2pp | 345.32%-323.9pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $3,179-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $849 | $5,164-83.6% | $4,168-79.6% | $5,850-85.5% |
| Admin fee / account holder | $4,720 | $8,462-44.2% | $7,088-33.4% | $11,596-59.3% |