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 | $21,226 | $81,632-74.0% | $70,449-69.9% | $158,922-86.6% |
| Participation rate | 10.0% | 77.7%-67.7pp | 75.1%-65.1pp | 82.0%-72.0pp |
| Annual return | 5.19% | 208.40%-203.2pp | 109.03%-103.8pp | 302.83%-297.6pp |
| Employer contribution / active EE | $525 | $3,217-83.7% | $2,737-80.8% | $4,761-89.0% |
| Participant deferral / active EE | $392 | $4,554-91.4% | $3,709-89.4% | $5,982-93.4% |
| Admin fee / account holder | $3,000 | $6,193-51.5% | $3,845-22.0% | $11,246-73.3% |