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 5-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 | $98,327 | $56,053+75.4% | $75,972+29.4% | $80,856+21.6% |
| Participation rate | 19.1% | 62.0%-42.9pp | 69.1%-49.9pp | 67.6%-48.5pp |
| Annual return | 14.77% | 20.53%-5.8pp | 359.55%-344.8pp | 35.59%-20.8pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $756 | $3,052-75.2% | $4,255-82.2% | $4,296-82.4% |
| Admin fee / account holder | $10,757 | $5,234+105.5% | $6,467+66.3% | $6,918+55.5% |