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 | $244,182 | $154,117+58.4% | $129,995+87.8% | $139,434+75.1% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.5%-41.0pp | 80.3%-42.8pp |
| Annual return | 20.98% | 32.48%-11.5pp | -137.18%+158.2pp | 372.94%-352.0pp |
| Employer contribution / active EE | $1,699 | $5,289-67.9% | $4,320-60.7% | $4,751-64.2% |
| Participant deferral / active EE | $1,923 | $6,710-71.3% | $5,820-67.0% | $6,710-71.3% |
| Admin fee / account holder | $2,865 | $14,007-79.5% | $10,614-73.0% | $11,403-74.9% |