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 | $77,215 | $176,056-56.1% | $159,436-51.6% | $167,490-53.9% |
| Participation rate | 40.0% | 84.9%-44.9pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 15.75% | 331.75%-316.0pp | 263.57%-247.8pp | 478.56%-462.8pp |
| Employer contribution / active EE | $1,101 | $5,297-79.2% | $4,829-77.2% | $4,837-77.2% |
| Participant deferral / active EE | $2,414 | $7,750-68.9% | $7,352-67.2% | $6,341-61.9% |
| Admin fee / account holder | $1,897 | $12,554-84.9% | $10,799-82.4% | $12,309-84.6% |