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 | $49,489 | $115,770-57.3% | $101,248-51.1% | $158,922-68.9% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 10.57% | 56.14%-45.6pp | 46.47%-35.9pp | 302.83%-292.3pp |
| Employer contribution / active EE | $868 | $4,175-79.2% | $3,660-76.3% | $4,761-81.8% |
| Participant deferral / active EE | $1,042 | $4,957-79.0% | $4,370-76.1% | $5,982-82.6% |
| Admin fee / account holder | $1,310 | $7,245-81.9% | $5,945-78.0% | $11,246-88.4% |