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 | $34,902 | $96,635-63.9% | $86,612-59.7% | $139,434-75.0% |
| Participation rate | 57.1% | 74.4%-17.3pp | 71.7%-14.6pp | 80.3%-23.2pp |
| Annual return | 17.01% | 106.41%-89.4pp | 591.07%-574.1pp | 372.94%-355.9pp |
| Employer contribution / active EE | $3,557 | $3,263+9.0% | $3,022+17.7% | $4,751-25.1% |
| Participant deferral / active EE | $472 | $4,836-90.2% | $4,438-89.4% | $6,710-93.0% |
| Admin fee / account holder | $11,593 | $6,408+80.9% | $5,614+106.5% | $11,403+1.7% |