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 | $55,960 | $81,460-31.3% | $103,333-45.8% | $80,856-30.8% |
| Participation rate | 54.3% | 66.8%-12.6pp | 74.5%-20.2pp | 67.6%-13.4pp |
| Annual return | 11.09% | 25.55%-14.5pp | 24.88%-13.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $5,386 | $3,105+73.5% | $3,868+39.3% | $2,755+95.5% |
| Participant deferral / active EE | $522 | $3,869-86.5% | $5,057-89.7% | $4,296-87.8% |
| Admin fee / account holder | $1,550 | $6,566-76.4% | $8,355-81.4% | $6,918-77.6% |