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 | $36,344 | $100,923-64.0% | $150,045-75.8% | $74,304-51.1% |
| Participation rate | 35.1% | 70.1%-35.0pp | 82.3%-47.2pp | 60.3%-25.2pp |
| Annual return | 18.30% | 51.77%-33.5pp | 62.55%-44.2pp | 29.43%-11.1pp |
| Employer contribution / active EE | $769 | $3,463-77.8% | $4,693-83.6% | $2,241-65.7% |
| Participant deferral / active EE | $1,463 | $6,709-78.2% | $7,997-81.7% | $3,767-61.2% |
| Admin fee / account holder | $10,027 | $2,767+262.4% | $13,435-25.4% | $2,969+237.7% |