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 9-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 | $94,914 | $77,813+22.0% | $123,544-23.2% | $64,186+47.9% |
| Participation rate | 63.0% | 74.7%-11.7pp | 82.3%-19.3pp | 69.6%-6.6pp |
| Annual return | -4.50% | 12.48%-17.0pp | 119.20%-123.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $946 | $3,014-68.6% | $4,628-79.6% | $2,381-60.3% |
| Participant deferral / active EE | $1,587 | $5,240-69.7% | $6,426-75.3% | $3,470-54.3% |
| Admin fee / account holder | $4,309 | $5,519-21.9% | $9,284-53.6% | $4,888-11.8% |