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 | $36,708 | $86,929-57.8% | $102,423-64.2% | $80,856-54.6% |
| Participation rate | 46.3% | 72.4%-26.0pp | 76.5%-30.1pp | 67.6%-21.3pp |
| Annual return | 11.25% | 18.88%-7.6pp | 29.32%-18.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,169 | $2,369-50.7% | $3,023-61.3% | $2,755-57.6% |
| Participant deferral / active EE | $1,760 | $4,118-57.3% | $5,053-65.2% | $4,296-59.0% |
| Admin fee / account holder | $302 | $8,049-96.3% | $9,451-96.8% | $6,918-95.6% |