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 | $44,291 | $176,056-74.8% | $159,436-72.2% | $167,490-73.6% |
| Participation rate | 25.0% | 84.9%-59.9pp | 82.8%-57.8pp | 82.1%-57.1pp |
| Annual return | 10.64% | 331.75%-321.1pp | 263.57%-252.9pp | 478.56%-467.9pp |
| Employer contribution / active EE | $1,185 | $5,297-77.6% | $4,829-75.5% | $4,837-75.5% |
| Participant deferral / active EE | $1,778 | $7,750-77.1% | $7,352-75.8% | $6,341-72.0% |
| Admin fee / account holder | $1,146 | $12,554-90.9% | $10,799-89.4% | $12,309-90.7% |