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 | $80,594 | $114,381-29.5% | $107,525-25.0% | $142,382-43.4% |
| Participation rate | 30.0% | 78.1%-48.1pp | 75.1%-45.1pp | 80.1%-50.1pp |
| Annual return | 16.49% | 242.71%-226.2pp | 181.32%-164.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,388 | $4,015-65.4% | $3,754-63.0% | $4,299-67.7% |
| Participant deferral / active EE | $1,452 | $5,564-73.9% | $5,116-71.6% | $6,507-77.7% |
| Admin fee / account holder | $34,161 | $9,860+246.5% | $8,919+283.0% | $12,624+170.6% |