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 | $209,011 | $102,317+104.3% | $146,958+42.2% | $80,856+158.5% |
| Participation rate | 56.3% | 75.8%-19.6pp | 82.2%-25.9pp | 67.6%-11.4pp |
| Annual return | 17.27% | 134.76%-117.5pp | 418.34%-401.1pp | 35.59%-18.3pp |
| Employer contribution / active EE | $3,350 | $3,713-9.8% | $4,933-32.1% | $2,755+21.6% |
| Participant deferral / active EE | $566 | $6,644-91.5% | $8,070-93.0% | $4,296-86.8% |
| Admin fee / account holder | $27,150 | $7,941+241.9% | $12,998+108.9% | $6,918+292.5% |