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 | $68,868 | $202,432-66.0% | $169,368-59.3% | $139,434-50.6% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 14.60% | 531.74%-517.1pp | 405.60%-391.0pp | 372.94%-358.3pp |
| Employer contribution / active EE | $2,045 | $4,692-56.4% | $4,013-49.0% | $4,751-57.0% |
| Participant deferral / active EE | $1,062 | $6,938-84.7% | $6,221-82.9% | $6,710-84.2% |
| Admin fee / account holder | $588 | $10,708-94.5% | $9,003-93.5% | $11,403-94.8% |