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 | $95,109 | $77,813+22.2% | $123,544-23.0% | $64,186+48.2% |
| Participation rate | 25.5% | 74.7%-49.3pp | 82.3%-56.8pp | 69.6%-44.1pp |
| Annual return | 12.55% | 12.48%+0.1pp | 119.20%-106.6pp | 7.63%+4.9pp |
| Employer contribution / active EE | $909 | $3,014-69.8% | $4,628-80.4% | $2,381-61.8% |
| Participant deferral / active EE | $2,206 | $5,240-57.9% | $6,426-65.7% | $3,470-36.4% |
| Admin fee / account holder | $896 | $5,519-83.8% | $9,284-90.4% | $4,888-81.7% |