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 | $19,838 | $65,561-69.7% | $86,188-77.0% | $75,163-73.6% |
| Participation rate | 14.6% | 60.5%-45.9pp | 69.0%-54.4pp | 67.2%-52.6pp |
| Annual return | 14.03% | 46.05%-32.0pp | 1168.45%-1154.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $846 | $3,024-72.0% | $3,985-78.8% | $4,125-79.5% |
| Admin fee / account holder | $11,085 | $5,474+102.5% | $6,852+61.8% | $5,651+96.2% |