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 | $16,298 | $91,190-82.1% | $178,490-90.9% | $79,858-79.6% |
| Participation rate | 42.9% | 69.2%-26.3pp | 81.9%-39.1pp | 69.6%-26.8pp |
| Annual return | 14.39% | 24.19%-9.8pp | 151.07%-136.7pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,204 | $3,256-63.0% | $5,011-76.0% | $2,471-51.3% |
| Participant deferral / active EE | $739 | $3,236-77.2% | $5,202-85.8% | $3,740-80.3% |
| Admin fee / account holder | $4,592 | $6,751-32.0% | $13,984-67.2% | $5,306-13.5% |