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 3-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 | $57,619 | $80,673-28.6% | $101,326-43.1% | $84,808-32.1% |
| Participation rate | 39.4% | 77.8%-38.4pp | 81.5%-42.1pp | 68.3%-28.9pp |
| Annual return | 16.30% | 38.95%-22.7pp | 36.82%-20.5pp | 40.90%-24.6pp |
| Employer contribution / active EE | $576 | $2,698-78.6% | $3,665-84.3% | $2,631-78.1% |
| Participant deferral / active EE | $1,901 | $6,840-72.2% | $7,994-76.2% | $4,212-54.9% |
| Admin fee / account holder | $7,783 | $12,784-39.1% | $11,185-30.4% | $7,344+6.0% |