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 | $28,067 | $92,222-69.6% | $76,768-63.4% | $135,375-79.3% |
| Participation rate | 43.5% | 79.8%-36.3pp | 77.0%-33.5pp | 82.6%-39.2pp |
| Annual return | 7.99% | 5.46%+2.5pp | 2.43%+5.6pp | 519.73%-511.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,066 | $4,509-76.4% | $3,852-72.3% | $5,609-81.0% |
| Admin fee / account holder | $5,056 | $10,748-53.0% | $6,675-24.3% | $10,827-53.3% |