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 | $54,383 | $138,347-60.7% | $184,203-70.5% | $80,856-32.7% |
| Participation rate | 63.0% | 83.9%-20.9pp | 86.8%-23.8pp | 67.6%-4.6pp |
| Annual return | 11.56% | 20.02%-8.5pp | 28.81%-17.2pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,952 | $4,850-59.8% | $6,427-69.6% | $2,755-29.1% |
| Participant deferral / active EE | $2,787 | $7,071-60.6% | $9,131-69.5% | $4,296-35.1% |
| Admin fee / account holder | $546 | $10,483-94.8% | $13,901-96.1% | $6,918-92.1% |