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 | $59,364 | $65,041-8.7% | $90,951-34.7% | $79,858-25.7% |
| Participation rate | 54.0% | 61.6%-7.6pp | 69.0%-15.0pp | 69.6%-15.7pp |
| Annual return | 28.49% | 30.45%-2.0pp | 134.60%-106.1pp | 31.71%-3.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,094 | $2,512-56.4% | $3,373-67.6% | $3,740-70.7% |
| Admin fee / account holder | $3,957 | $4,536-12.8% | $5,959-33.6% | $5,306-25.4% |