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 | $31,303 | $37,426-16.4% | $77,482-59.6% | $79,858-60.8% |
| Participation rate | 15.9% | 41.5%-25.6pp | 54.2%-38.3pp | 69.6%-53.8pp |
| Annual return | 23.00% | 39.70%-16.7pp | 54.79%-31.8pp | 31.71%-8.7pp |
| Employer contribution / active EE | $99 | $637-84.4% | $986-90.0% | $2,471-96.0% |
| Participant deferral / active EE | $309 | $1,260-75.5% | $1,861-83.4% | $3,740-91.7% |
| Admin fee / account holder | $6,413 | $2,504+156.1% | $2,858+124.4% | $5,306+20.9% |