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 | $71,077 | $171,865-58.6% | $149,718-52.5% | $147,584-51.8% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 9.42% | 2113.22%-2103.8pp | 1501.63%-1492.2pp | 578.55%-569.1pp |
| Employer contribution / active EE | $2,512 | $6,275-60.0% | $5,445-53.9% | $4,876-48.5% |
| Participant deferral / active EE | $744 | $7,271-89.8% | $6,569-88.7% | $5,439-86.3% |
| Admin fee / account holder | $931 | $13,799-93.3% | $11,283-91.7% | $10,885-91.4% |