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 | $21,956 | $105,998-79.3% | $92,233-76.2% | $147,584-85.1% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.5%-19.3pp | 82.8%-25.7pp |
| Annual return | 10.32% | 50.05%-39.7pp | 176.28%-166.0pp | 578.55%-568.2pp |
| Employer contribution / active EE | $784 | $4,333-81.9% | $3,679-78.7% | $4,876-83.9% |
| Participant deferral / active EE | $980 | $4,478-78.1% | $3,897-74.9% | $5,439-82.0% |
| Admin fee / account holder | $22,517 | $6,332+255.6% | $5,194+333.6% | $10,885+106.9% |