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 | $25,870 | $44,897-42.4% | $84,966-69.6% | $199,593-87.0% |
| Participation rate | 2.0% | 45.7%-43.7pp | 67.5%-65.5pp | 72.0%-69.9pp |
| Annual return | 14.72% | 20.96%-6.2pp | 66.38%-51.7pp | 34.25%-19.5pp |
| Employer contribution / active EE | $0 | $1,365-100.0% | $2,727-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $107 | $2,668-96.0% | $4,519-97.6% | $5,087-97.9% |
| Admin fee / account holder | $399 | $584-31.7% | $6,149-93.5% | $269+48.5% |