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 | $72,264 | $81,248-11.1% | $155,509-53.5% | $80,856-10.6% |
| Participation rate | 22.7% | 66.2%-43.6pp | 78.2%-55.5pp | 67.6%-45.0pp |
| Annual return | 11.22% | 33.31%-22.1pp | 64.67%-53.5pp | 35.59%-24.4pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $723 | $3,452-79.0% | $5,626-87.1% | $4,296-83.2% |
| Admin fee / account holder | $5,855 | $7,997-26.8% | $15,912-63.2% | $6,918-15.4% |