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 | $19,031 | $91,190-79.1% | $178,490-89.3% | $79,858-76.2% |
| Participation rate | 44.9% | 69.2%-24.3pp | 81.9%-37.0pp | 69.6%-24.7pp |
| Annual return | 14.60% | 24.19%-9.6pp | 151.07%-136.5pp | 31.71%-17.1pp |
| Employer contribution / active EE | $519 | $3,256-84.1% | $5,011-89.6% | $2,471-79.0% |
| Participant deferral / active EE | $635 | $3,236-80.4% | $5,202-87.8% | $3,740-83.0% |
| Admin fee / account holder | $924 | $6,751-86.3% | $13,984-93.4% | $5,306-82.6% |