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 | $23,121 | $63,355-63.5% | $91,989-74.9% | $72,985-68.3% |
| Participation rate | 37.2% | 72.5%-35.3pp | 78.6%-41.4pp | 69.5%-32.3pp |
| Annual return | 22.69% | 35.35%-12.7pp | 69.02%-46.3pp | 81.00%-58.3pp |
| Employer contribution / active EE | $361 | $2,116-82.9% | $3,452-89.5% | $2,440-85.2% |
| Participant deferral / active EE | $891 | $4,883-81.8% | $5,923-85.0% | $3,607-75.3% |
| Admin fee / account holder | $4,271 | $4,668-8.5% | $7,743-44.8% | $5,124-16.7% |