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 | $70,865 | $78,926-10.2% | $136,749-48.2% | $84,808-16.4% |
| Participation rate | 23.7% | 62.2%-38.5pp | 72.1%-48.5pp | 68.3%-44.7pp |
| Annual return | 13.48% | 18.17%-4.7pp | 24.33%-10.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $926 | $3,168-70.8% | $4,692-80.3% | $4,212-78.0% |
| Admin fee / account holder | $32,330 | $6,369+407.6% | $11,386+183.9% | $7,344+340.2% |