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 | $25,009 | $58,512-57.3% | $84,015-70.2% | $72,985-65.7% |
| Participation rate | 40.8% | 61.2%-20.4pp | 69.0%-28.2pp | 69.5%-28.7pp |
| Annual return | 20.00% | 28.93%-8.9pp | 71.31%-51.3pp | 81.00%-61.0pp |
| Employer contribution / active EE | $319 | $1,163-72.6% | $1,983-83.9% | $2,440-86.9% |
| Participant deferral / active EE | $995 | $2,394-58.4% | $3,239-69.3% | $3,607-72.4% |
| Admin fee / account holder | $485 | $4,569-89.4% | $6,101-92.1% | $5,124-90.5% |