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 | $40,844 | $89,355-54.3% | $141,162-71.1% | $72,985-44.0% |
| Participation rate | 25.3% | 75.1%-49.8pp | 82.5%-57.1pp | 69.5%-44.2pp |
| Annual return | 28.00% | 111.85%-83.8pp | 71.39%-43.4pp | 81.00%-53.0pp |
| Employer contribution / active EE | $827 | $3,114-73.5% | $4,735-82.5% | $2,440-66.1% |
| Participant deferral / active EE | $1,508 | $5,418-72.2% | $6,709-77.5% | $3,607-58.2% |
| Admin fee / account holder | $2,316 | $5,958-61.1% | $10,261-77.4% | $5,124-54.8% |