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 | $11,757 | $57,281-79.5% | $86,612-86.4% | $75,163-84.4% |
| Participation rate | 64.7% | 63.2%+1.5pp | 71.7%-7.0pp | 67.2%-2.5pp |
| Annual return | 18.59% | 2670.75%-2652.2pp | 591.07%-572.5pp | 160.62%-142.0pp |
| Employer contribution / active EE | $1,974 | $2,314-14.7% | $3,022-34.7% | $2,670-26.1% |
| Participant deferral / active EE | $755 | $3,318-77.2% | $4,438-83.0% | $4,125-81.7% |
| Admin fee / account holder | $1,053 | $4,112-74.4% | $5,614-81.2% | $5,651-81.4% |