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 | $34,975 | $71,516-51.1% | $98,439-64.5% | $71,457-51.1% |
| Participation rate | 32.8% | 72.7%-39.9pp | 75.2%-42.3pp | 67.9%-35.1pp |
| Annual return | 15.07% | 32.41%-17.3pp | 21.16%-6.1pp | 28.85%-13.8pp |
| Employer contribution / active EE | $781 | $2,399-67.4% | $3,048-74.4% | $2,588-69.8% |
| Participant deferral / active EE | $1,570 | $4,109-61.8% | $4,738-66.9% | $4,289-63.4% |
| Admin fee / account holder | $955 | $1,675-43.0% | $8,948-89.3% | $1,587-39.8% |