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 | $38,848 | $155,788-75.1% | $124,672-68.8% | $167,490-76.8% |
| Participation rate | 9.5% | 81.1%-71.6pp | 74.6%-65.1pp | 82.1%-72.6pp |
| Annual return | 20.77% | 17.97%+2.8pp | 5142.93%-5122.2pp | 478.56%-457.8pp |
| Employer contribution / active EE | $0 | $4,163-100.0% | $3,324-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $374 | $5,673-93.4% | $4,614-91.9% | $6,341-94.1% |
| Admin fee / account holder | $2,300 | $9,531-75.9% | $7,493-69.3% | $12,309-81.3% |