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 | $25,852 | $138,044-81.3% | $125,339-79.4% | $134,475-80.8% |
| Participation rate | 35.3% | 84.5%-49.2pp | 82.4%-47.1pp | 81.2%-45.9pp |
| Annual return | -11.68% | 750.33%-762.0pp | 572.05%-583.7pp | 417.96%-429.6pp |
| Employer contribution / active EE | $1,005 | $5,243-80.8% | $4,814-79.1% | $4,740-78.8% |
| Participant deferral / active EE | $1,720 | $7,799-77.9% | $7,446-76.9% | $6,400-73.1% |
| Admin fee / account holder | $20,580 | $11,571+77.9% | $10,010+105.6% | $11,426+80.1% |