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 | $31,922 | $52,279-38.9% | $89,391-64.3% | $79,858-60.0% |
| Participation rate | 35.3% | 57.5%-22.2pp | 68.0%-32.7pp | 69.6%-34.3pp |
| Annual return | 16.66% | 22.16%-5.5pp | 245.62%-229.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $784 | $2,740-71.4% | $3,890-79.8% | $3,740-79.0% |
| Admin fee / account holder | $342 | $3,356-89.8% | $4,881-93.0% | $5,306-93.5% |