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 7-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 | $8,532 | $80,717-89.4% | $154,803-94.5% | $84,808-89.9% |
| Participation rate | 26.9% | 66.8%-39.9pp | 78.1%-51.1pp | 68.3%-41.4pp |
| Annual return | 17.87% | 37.96%-20.1pp | 58.88%-41.0pp | 40.90%-23.0pp |
| Employer contribution / active EE | $349 | $2,761-87.4% | $4,305-91.9% | $2,631-86.7% |
| Participant deferral / active EE | $549 | $3,303-83.4% | $5,540-90.1% | $4,212-87.0% |
| Admin fee / account holder | $1,248 | $6,746-81.5% | $14,329-91.3% | $7,344-83.0% |