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 9-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 | $86,921 | $74,927+16.0% | $101,794-14.6% | $84,808+2.5% |
| Participation rate | 37.3% | 61.4%-24.1pp | 69.2%-31.9pp | 68.3%-31.0pp |
| Annual return | 12.86% | 18.70%-5.8pp | 30.53%-17.7pp | 40.90%-28.0pp |
| Employer contribution / active EE | $378 | $1,522-75.1% | $2,289-83.5% | $2,631-85.6% |
| Participant deferral / active EE | $1,240 | $3,099-60.0% | $4,084-69.6% | $4,212-70.6% |
| Admin fee / account holder | $2,737 | $6,514-58.0% | $8,777-68.8% | $7,344-62.7% |