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 | $65,873 | $79,171-16.8% | $102,423-35.7% | $74,495-11.6% |
| Participation rate | 36.9% | 74.8%-37.9pp | 76.5%-39.6pp | 67.2%-30.3pp |
| Annual return | 18.25% | 54.93%-36.7pp | 29.32%-11.1pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $1,123 | $2,362-52.5% | $3,023-62.9% | $2,623-57.2% |
| Participant deferral / active EE | $2,091 | $4,415-52.6% | $5,053-58.6% | $4,346-51.9% |
| Admin fee / account holder | $13,955 | $2,001+597.5% | $9,451+47.7% | $1,942+618.7% |