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 | $11,763 | $117,983-90.0% | $101,794-88.4% | $142,382-91.7% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.2%-6.7pp | 80.1%-17.6pp |
| Annual return | 16.68% | 36.92%-20.2pp | 30.53%-13.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $835 | $2,773-69.9% | $2,289-63.5% | $4,299-80.6% |
| Participant deferral / active EE | $866 | $4,714-81.6% | $4,084-78.8% | $6,507-86.7% |
| Admin fee / account holder | $2,618 | $10,433-74.9% | $8,777-70.2% | $12,624-79.3% |