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 | $107,461 | $102,317+5.0% | $146,958-26.9% | $80,856+32.9% |
| Participation rate | 38.9% | 75.8%-36.9pp | 82.2%-43.3pp | 67.6%-28.7pp |
| Annual return | 16.43% | 134.76%-118.3pp | 418.34%-401.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,193 | $6,644-82.0% | $8,070-85.2% | $4,296-72.2% |
| Admin fee / account holder | $138,724 | $7,941+1646.9% | $12,998+967.3% | $6,918+1905.3% |