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 | $234,062 | $152,587+53.4% | $125,175+87.0% | $152,861+53.1% |
| Participation rate | 20.0% | 83.3%-63.3pp | 79.8%-59.8pp | 82.4%-62.4pp |
| Annual return | 21.42% | 54.84%-33.4pp | 43.79%-22.4pp | 345.32%-323.9pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $117 | $5,868-98.0% | $4,937-97.6% | $5,850-98.0% |
| Admin fee / account holder | $84,229 | $13,434+527.0% | $9,702+768.1% | $11,596+626.3% |