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 | $12,573 | $105,126-88.0% | $94,646-86.7% | $139,434-91.0% |
| Participation rate | 36.4% | 82.4%-46.0pp | 80.8%-44.5pp | 80.3%-44.0pp |
| Annual return | 16.57% | 38.03%-21.5pp | 156.71%-140.1pp | 372.94%-356.4pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $416 | $7,599-94.5% | $7,418-94.4% | $6,710-93.8% |
| Admin fee / account holder | $498 | $8,984-94.5% | $7,231-93.1% | $11,403-95.6% |