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 | $78,603 | $126,574-37.9% | $106,213-26.0% | $145,922-46.1% |
| Participation rate | 21.7% | 77.6%-55.9pp | 75.3%-53.5pp | 80.3%-58.5pp |
| Annual return | 8.35% | 224.79%-216.4pp | 116.14%-107.8pp | 561.29%-552.9pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $494 | $5,724-91.4% | $5,016-90.2% | $6,688-92.6% |
| Admin fee / account holder | $2,066 | $17,304-88.1% | $11,033-81.3% | $13,397-84.6% |