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 5-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 | $144,312 | $45,031+220.5% | $84,966+69.8% | $77,643+85.9% |
| Participation rate | 4.6% | 48.7%-44.0pp | 67.5%-62.9pp | 70.6%-65.9pp |
| Annual return | 20.68% | 79.22%-58.5pp | 66.38%-45.7pp | 31.24%-10.6pp |
| Employer contribution / active EE | $222 | $1,609-86.2% | $2,727-91.9% | $2,726-91.9% |
| Participant deferral / active EE | $361 | $2,807-87.1% | $4,519-92.0% | $4,647-92.2% |
| Admin fee / account holder | $5,850 | $912+541.7% | $6,149-4.9% | $430+1259.2% |