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 | $58,551 | $95,803-38.9% | $113,168-48.3% | $84,808-31.0% |
| Participation rate | 33.3% | 72.9%-39.5pp | 76.6%-43.2pp | 68.3%-35.0pp |
| Annual return | 12.59% | 25.00%-12.4pp | 24.27%-11.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $746 | $2,360-68.4% | $2,975-74.9% | $2,631-71.7% |
| Participant deferral / active EE | $1,209 | $4,242-71.5% | $5,107-76.3% | $4,212-71.3% |
| Admin fee / account holder | $13,554 | $8,989+50.8% | $12,068+12.3% | $7,344+84.6% |