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 | $27,848 | $81,460-65.8% | $103,333-73.1% | $80,856-65.6% |
| Participation rate | 48.0% | 66.8%-18.8pp | 74.5%-26.5pp | 67.6%-19.6pp |
| Annual return | 16.53% | 25.55%-9.0pp | 24.88%-8.4pp | 35.59%-19.1pp |
| Employer contribution / active EE | $1,345 | $3,105-56.7% | $3,868-65.2% | $2,755-51.2% |
| Participant deferral / active EE | $1,560 | $3,869-59.7% | $5,057-69.2% | $4,296-63.7% |
| Admin fee / account holder | $12,873 | $6,566+96.0% | $8,355+54.1% | $6,918+86.1% |