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 | $22,772 | $48,230-52.8% | $67,502-66.3% | $80,856-71.8% |
| Participation rate | 36.8% | 66.4%-29.5pp | 72.9%-36.0pp | 67.6%-30.8pp |
| Annual return | 13.14% | 18.28%-5.1pp | 3512.12%-3499.0pp | 35.59%-22.5pp |
| Employer contribution / active EE | $384 | $2,020-81.0% | $2,731-86.0% | $2,755-86.1% |
| Participant deferral / active EE | $444 | $2,924-84.8% | $4,000-88.9% | $4,296-89.7% |
| Admin fee / account holder | $317 | $3,681-91.4% | $3,998-92.1% | $6,918-95.4% |