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 | $15,382 | $60,124-74.4% | $90,404-83.0% | $79,858-80.7% |
| Participation rate | 24.1% | 65.0%-40.8pp | 72.7%-48.5pp | 69.6%-45.5pp |
| Annual return | 15.09% | 71.94%-56.9pp | 1293.02%-1277.9pp | 31.71%-16.6pp |
| Employer contribution / active EE | $210 | $2,068-89.8% | $3,262-93.6% | $2,471-91.5% |
| Participant deferral / active EE | $275 | $2,938-90.6% | $3,963-93.1% | $3,740-92.6% |
| Admin fee / account holder | $1,526 | $3,976-61.6% | $5,611-72.8% | $5,306-71.2% |