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 | $111,604 | $86,929+28.4% | $102,423+9.0% | $80,856+38.0% |
| Participation rate | 44.4% | 72.4%-27.9pp | 76.5%-32.0pp | 67.6%-23.2pp |
| Annual return | 15.34% | 18.88%-3.5pp | 29.32%-14.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $872 | $2,369-63.2% | $3,023-71.1% | $2,755-68.3% |
| Participant deferral / active EE | $1,389 | $4,118-66.3% | $5,053-72.5% | $4,296-67.7% |
| Admin fee / account holder | $6,848 | $8,049-14.9% | $9,451-27.5% | $6,918-1.0% |