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 | $29,671 | $48,230-38.5% | $67,502-56.0% | $80,856-63.3% |
| Participation rate | 8.5% | 66.4%-57.8pp | 72.9%-64.3pp | 67.6%-59.1pp |
| Annual return | 14.82% | 18.28%-3.5pp | 3512.12%-3497.3pp | 35.59%-20.8pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $115 | $2,924-96.1% | $4,000-97.1% | $4,296-97.3% |
| Admin fee / account holder | $21,140 | $3,681+474.3% | $3,998+428.8% | $6,918+205.6% |