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 | $36,220 | $58,208-37.8% | $81,812-55.7% | $80,856-55.2% |
| Participation rate | 20.0% | 63.4%-43.4pp | 72.3%-52.3pp | 67.6%-47.6pp |
| Annual return | 15.09% | 41.66%-26.6pp | 773.79%-758.7pp | 35.59%-20.5pp |
| Employer contribution / active EE | $301 | $2,340-87.2% | $2,912-89.7% | $2,755-89.1% |
| Participant deferral / active EE | $410 | $3,281-87.5% | $4,319-90.5% | $4,296-90.5% |
| Admin fee / account holder | $5,543 | $4,981+11.3% | $7,386-24.9% | $6,918-19.9% |