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 | $90,795 | $124,319-27.0% | $111,297-18.4% | $167,490-45.8% |
| Participation rate | 43.8% | 79.6%-35.9pp | 77.3%-33.6pp | 82.1%-38.4pp |
| Annual return | 18.78% | 37.44%-18.7pp | 54.65%-35.9pp | 478.56%-459.8pp |
| Employer contribution / active EE | $1,396 | $3,435-59.4% | $2,731-48.9% | $4,837-71.1% |
| Participant deferral / active EE | $1,496 | $5,180-71.1% | $4,487-66.7% | $6,341-76.4% |
| Admin fee / account holder | $10,415 | $10,618-1.9% | $7,964+30.8% | $12,309-15.4% |