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 7-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 | $27,505 | $81,460-66.2% | $103,333-73.4% | $80,856-66.0% |
| Participation rate | 50.0% | 66.8%-16.8pp | 74.5%-24.5pp | 67.6%-17.6pp |
| Annual return | 12.72% | 25.55%-12.8pp | 24.88%-12.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,866 | $3,105-7.7% | $3,868-25.9% | $2,755+4.0% |
| Participant deferral / active EE | $721 | $3,869-81.4% | $5,057-85.8% | $4,296-83.2% |
| Admin fee / account holder | $1,456 | $6,566-77.8% | $8,355-82.6% | $6,918-78.9% |