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 | $35,679 | $91,190-60.9% | $178,490-80.0% | $79,858-55.3% |
| Participation rate | 51.0% | 69.2%-18.2pp | 81.9%-30.9pp | 69.6%-18.6pp |
| Annual return | 13.62% | 24.19%-10.6pp | 151.07%-137.5pp | 31.71%-18.1pp |
| Employer contribution / active EE | $373 | $3,256-88.6% | $5,011-92.6% | $2,471-84.9% |
| Participant deferral / active EE | $680 | $3,236-79.0% | $5,202-86.9% | $3,740-81.8% |
| Admin fee / account holder | $2,614 | $6,751-61.3% | $13,984-81.3% | $5,306-50.7% |