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 | $45,846 | $125,758-63.5% | $169,993-73.0% | $75,163-39.0% |
| Participation rate | 65.1% | 83.6%-18.5pp | 87.0%-21.9pp | 67.2%-2.1pp |
| Annual return | 16.22% | 27.20%-11.0pp | 53.37%-37.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,599 | $4,615-65.3% | $6,785-76.4% | $2,670-40.1% |
| Participant deferral / active EE | $2,377 | $6,837-65.2% | $10,408-77.2% | $4,125-42.4% |
| Admin fee / account holder | $6,000 | $8,173-26.6% | $12,815-53.2% | $5,651+6.2% |