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 | $69,729 | $183,963-62.1% | $162,163-57.0% | $152,861-54.4% |
| Participation rate | 44.4% | 88.5%-44.1pp | 87.6%-43.1pp | 82.4%-38.0pp |
| Annual return | 13.29% | 150.76%-137.5pp | 115.59%-102.3pp | 345.32%-332.0pp |
| Employer contribution / active EE | $2,062 | $6,371-67.6% | $5,614-63.3% | $4,762-56.7% |
| Participant deferral / active EE | $603 | $8,034-92.5% | $7,298-91.7% | $5,850-89.7% |
| Admin fee / account holder | $43,544 | $13,121+231.9% | $10,843+301.6% | $11,596+275.5% |