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 | $38,566 | $96,484-60.0% | $75,886-49.2% | $152,861-74.8% |
| Participation rate | 30.0% | 76.2%-46.2pp | 69.3%-39.3pp | 82.4%-52.4pp |
| Annual return | 19.35% | 33.98%-14.6pp | 30.76%-11.4pp | 345.32%-326.0pp |
| Employer contribution / active EE | $565 | $3,309-82.9% | $2,500-77.4% | $4,762-88.1% |
| Participant deferral / active EE | $678 | $4,553-85.1% | $3,603-81.2% | $5,850-88.4% |
| Admin fee / account holder | $8,882 | $8,078+9.9% | $5,418+63.9% | $11,596-23.4% |