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 | $99,004 | $68,719+44.1% | $91,541+8.2% | $84,808+16.7% |
| Participation rate | 26.7% | 64.5%-37.8pp | 69.8%-43.1pp | 68.3%-41.6pp |
| Annual return | 13.07% | 19.12%-6.0pp | 20.50%-7.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $550 | $1,920-71.3% | $2,505-78.0% | $2,631-79.1% |
| Participant deferral / active EE | $770 | $3,136-75.5% | $4,008-80.8% | $4,212-81.7% |
| Admin fee / account holder | $828 | $5,786-85.7% | $6,956-88.1% | $7,344-88.7% |