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 | $40,097 | $91,190-56.0% | $178,490-77.5% | $79,858-49.8% |
| Participation rate | 37.1% | 69.2%-32.1pp | 81.9%-44.8pp | 69.6%-32.5pp |
| Annual return | 15.78% | 24.19%-8.4pp | 151.07%-135.3pp | 31.71%-15.9pp |
| Employer contribution / active EE | $466 | $3,256-85.7% | $5,011-90.7% | $2,471-81.1% |
| Participant deferral / active EE | $562 | $3,236-82.6% | $5,202-89.2% | $3,740-85.0% |
| Admin fee / account holder | $538 | $6,751-92.0% | $13,984-96.2% | $5,306-89.9% |