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 | $34,772 | $81,248-57.2% | $155,509-77.6% | $80,856-57.0% |
| Participation rate | 58.1% | 66.2%-8.1pp | 78.2%-20.0pp | 67.6%-9.5pp |
| Annual return | 11.66% | 33.31%-21.7pp | 64.67%-53.0pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,741 | $3,100-43.8% | $4,672-62.7% | $2,755-36.8% |
| Participant deferral / active EE | $781 | $3,452-77.4% | $5,626-86.1% | $4,296-81.8% |
| Admin fee / account holder | $719 | $7,997-91.0% | $15,912-95.5% | $6,918-89.6% |