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 | $24,025 | $89,355-73.1% | $141,162-83.0% | $72,985-67.1% |
| Participation rate | 41.9% | 75.1%-33.2pp | 82.5%-40.5pp | 69.5%-27.6pp |
| Annual return | 21.06% | 111.85%-90.8pp | 71.39%-50.3pp | 81.00%-59.9pp |
| Employer contribution / active EE | $680 | $3,114-78.2% | $4,735-85.6% | $2,440-72.1% |
| Participant deferral / active EE | $1,434 | $5,418-73.5% | $6,709-78.6% | $3,607-60.3% |
| Admin fee / account holder | $1,976 | $5,958-66.8% | $10,261-80.7% | $5,124-61.4% |