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 | $83,157 | $80,968+2.7% | $96,544-13.9% | $75,163+10.6% |
| Participation rate | 21.2% | 71.8%-50.6pp | 76.0%-54.7pp | 67.2%-46.0pp |
| Annual return | 17.86% | 27.06%-9.2pp | 25.84%-8.0pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,474 | $2,282-35.4% | $2,965-50.3% | $2,670-44.8% |
| Participant deferral / active EE | $1,529 | $3,928-61.1% | $4,851-68.5% | $4,125-62.9% |
| Admin fee / account holder | $350 | $6,724-94.8% | $8,252-95.8% | $5,651-93.8% |