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 | $99,148 | $148,534-33.2% | $135,903-27.0% | $139,434-28.9% |
| Participation rate | 45.5% | 83.9%-38.4pp | 81.9%-36.5pp | 80.3%-34.9pp |
| Annual return | 17.99% | 79.19%-61.2pp | 68.23%-50.2pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,640 | $5,243-68.7% | $4,856-66.2% | $4,751-65.5% |
| Participant deferral / active EE | $2,068 | $8,100-74.5% | $7,758-73.3% | $6,710-69.2% |
| Admin fee / account holder | $21,650 | $12,400+74.6% | $10,762+101.2% | $11,403+89.9% |