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 | $48,526 | $98,240-50.6% | $82,313-41.0% | $147,584-67.1% |
| Participation rate | 21.7% | 79.7%-58.0pp | 76.9%-55.2pp | 82.8%-61.1pp |
| Annual return | 13.41% | 30.85%-17.4pp | 25.88%-12.5pp | 578.55%-565.1pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $465 | $4,383-89.4% | $3,706-87.5% | $5,439-91.5% |
| Admin fee / account holder | $4,931 | $8,563-42.4% | $5,608-12.1% | $10,885-54.7% |