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 | $18,278 | $67,331-72.9% | $60,874-70.0% | $134,475-86.4% |
| Participation rate | 21.1% | 76.2%-55.1pp | 73.1%-52.1pp | 81.2%-60.2pp |
| Annual return | 68.47% | 49.93%+18.5pp | 16.90%+51.6pp | 417.96%-349.5pp |
| Employer contribution / active EE | $456 | $3,096-85.3% | $2,701-83.1% | $4,740-90.4% |
| Participant deferral / active EE | $582 | $4,538-87.2% | $3,817-84.8% | $6,400-90.9% |
| Admin fee / account holder | $14,769 | $4,582+222.3% | $3,224+358.1% | $11,426+29.3% |