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 | $16,932 | $58,523-71.1% | $99,443-83.0% | $72,985-76.8% |
| Participation rate | 32.1% | 64.6%-32.5pp | 73.8%-41.7pp | 69.5%-37.3pp |
| Annual return | 29.18% | 28.51%+0.7pp | 30.72%-1.5pp | 81.00%-51.8pp |
| Employer contribution / active EE | $634 | $1,512-58.1% | $2,540-75.1% | $2,440-74.0% |
| Participant deferral / active EE | $892 | $2,606-65.8% | $3,619-75.4% | $3,607-75.3% |
| Admin fee / account holder | $992 | $4,102-75.8% | $6,250-84.1% | $5,124-80.7% |