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 | $49,192 | $104,486-52.9% | $76,817-36.0% | $152,861-67.8% |
| Participation rate | 9.1% | 76.6%-67.5pp | 72.1%-63.0pp | 82.4%-73.4pp |
| Annual return | 12.01% | 1013.37%-1001.4pp | 1166.11%-1154.1pp | 345.32%-333.3pp |
| Employer contribution / active EE | $880 | $3,116-71.8% | $2,302-61.8% | $4,762-81.5% |
| Participant deferral / active EE | $586 | $4,236-86.2% | $3,336-82.4% | $5,850-90.0% |
| Admin fee / account holder | $42,788 | $12,275+248.6% | $6,420+566.5% | $11,596+269.0% |