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 | $33,326 | $91,190-63.5% | $178,490-81.3% | $79,858-58.3% |
| Participation rate | 46.9% | 69.2%-22.3pp | 81.9%-35.0pp | 69.6%-22.8pp |
| Annual return | 12.46% | 24.19%-11.7pp | 151.07%-138.6pp | 31.71%-19.3pp |
| Employer contribution / active EE | $530 | $3,256-83.7% | $5,011-89.4% | $2,471-78.5% |
| Participant deferral / active EE | $537 | $3,236-83.4% | $5,202-89.7% | $3,740-85.6% |
| Admin fee / account holder | $1,977 | $6,751-70.7% | $13,984-85.9% | $5,306-62.8% |