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 7-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 | $26,590 | $77,314-65.6% | $177,989-85.1% | $80,856-67.1% |
| Participation rate | 27.0% | 65.7%-38.7pp | 77.1%-50.1pp | 67.6%-40.6pp |
| Annual return | 11.95% | 18.09%-6.1pp | 294.48%-282.5pp | 35.59%-23.6pp |
| Employer contribution / active EE | $645 | $2,292-71.8% | $3,949-83.7% | $2,755-76.6% |
| Participant deferral / active EE | $1,047 | $4,411-76.3% | $6,276-83.3% | $4,296-75.6% |
| Admin fee / account holder | $2,193 | $7,191-69.5% | $10,363-78.8% | $6,918-68.3% |