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 3-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 | $45,316 | $109,881-58.8% | $150,045-69.8% | $84,808-46.6% |
| Participation rate | 27.5% | 76.1%-48.6pp | 82.3%-54.8pp | 68.3%-40.8pp |
| Annual return | 23.51% | 28.25%-4.7pp | 62.55%-39.0pp | 40.90%-17.4pp |
| Employer contribution / active EE | $948 | $3,561-73.4% | $4,693-79.8% | $2,631-64.0% |
| Participant deferral / active EE | $2,472 | $6,636-62.7% | $7,997-69.1% | $4,212-41.3% |
| Admin fee / account holder | $1,350 | $8,568-84.2% | $13,435-89.9% | $7,344-81.6% |