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 | $25,569 | $135,952-81.2% | $123,892-79.4% | $273,961-90.7% |
| Participation rate | 47.4% | 84.1%-36.7pp | 81.4%-34.0pp | 83.0%-35.6pp |
| Annual return | 6.19% | 56.63%-50.4pp | 47.52%-41.3pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,046 | $5,170-79.8% | $4,617-77.4% | $4,869-78.5% |
| Participant deferral / active EE | $1,117 | $6,343-82.4% | $5,984-81.3% | $5,287-78.9% |
| Admin fee / account holder | $4,519 | $9,817-54.0% | $8,357-45.9% | $10,132-55.4% |