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 | $20,004 | $91,190-78.1% | $178,490-88.8% | $79,858-75.0% |
| Participation rate | 29.4% | 69.2%-39.8pp | 81.9%-52.5pp | 69.6%-40.2pp |
| Annual return | 13.44% | 24.19%-10.8pp | 151.07%-137.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $621 | $3,256-80.9% | $5,011-87.6% | $2,471-74.9% |
| Participant deferral / active EE | $813 | $3,236-74.9% | $5,202-84.4% | $3,740-78.3% |
| Admin fee / account holder | $2,234 | $6,751-66.9% | $13,984-84.0% | $5,306-57.9% |