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 | $48,146 | $228,332-78.9% | $185,823-74.1% | $158,922-69.7% |
| Participation rate | 57.1% | 82.3%-25.2pp | 78.0%-20.9pp | 82.0%-24.8pp |
| Annual return | 18.99% | 40.80%-21.8pp | 35.95%-17.0pp | 302.83%-283.8pp |
| Employer contribution / active EE | $808 | $4,967-83.7% | $4,087-80.2% | $4,761-83.0% |
| Participant deferral / active EE | $954 | $6,415-85.1% | $5,632-83.1% | $5,982-84.1% |
| Admin fee / account holder | $486 | $11,864-95.9% | $9,500-94.9% | $11,246-95.7% |