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 | $47,543 | $106,028-55.2% | $146,958-67.6% | $77,643-38.8% |
| Participation rate | 32.9% | 78.4%-45.5pp | 82.2%-49.3pp | 70.6%-37.7pp |
| Annual return | 17.36% | 56.73%-39.4pp | 418.34%-401.0pp | 31.24%-13.9pp |
| Employer contribution / active EE | $1,232 | $4,063-69.7% | $4,933-75.0% | $2,726-54.8% |
| Participant deferral / active EE | $2,631 | $7,990-67.1% | $8,070-67.4% | $4,647-43.4% |
| Admin fee / account holder | $5,340 | $337+1482.4% | $12,998-58.9% | $430+1140.7% |