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 | $30,000 | $56,897-47.3% | $84,750-64.6% | $62,891-52.3% |
| Participation rate | 22.2% | 68.5%-46.3pp | 76.6%-54.4pp | 69.3%-47.1pp |
| Annual return | 9.91% | 6.30%+3.6pp | 22.78%-12.9pp | 20.14%-10.2pp |
| Employer contribution / active EE | $476 | $2,400-80.2% | $3,574-86.7% | $2,281-79.1% |
| Participant deferral / active EE | $913 | $2,709-66.3% | $3,712-75.4% | $3,203-71.5% |
| Admin fee / account holder | $17,490 | $3,581+388.4% | $5,332+228.0% | $4,296+307.2% |