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 | $196,295 | $109,881+78.6% | $150,045+30.8% | $84,808+131.5% |
| Participation rate | 52.5% | 76.1%-23.6pp | 82.3%-29.8pp | 68.3%-15.8pp |
| Annual return | 16.98% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,193 | $3,561-66.5% | $4,693-74.6% | $2,631-54.7% |
| Participant deferral / active EE | $2,064 | $6,636-68.9% | $7,997-74.2% | $4,212-51.0% |
| Admin fee / account holder | $13,512 | $8,568+57.7% | $13,435+0.6% | $7,344+84.0% |