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 | $51,106 | $112,096-54.4% | $95,952-46.7% | $158,922-67.8% |
| Participation rate | 41.7% | 79.0%-37.3pp | 77.1%-35.4pp | 82.0%-40.3pp |
| Annual return | 15.69% | 171.09%-155.4pp | 91.61%-75.9pp | 302.83%-287.1pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $551 | $4,784-88.5% | $4,167-86.8% | $5,982-90.8% |
| Admin fee / account holder | $3,301 | $10,130-67.4% | $6,795-51.4% | $11,246-70.6% |