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 | $74,406 | $109,881-32.3% | $150,045-50.4% | $84,808-12.3% |
| Participation rate | 42.1% | 76.1%-34.0pp | 82.3%-40.2pp | 68.3%-26.2pp |
| Annual return | 16.18% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $970 | $3,561-72.8% | $4,693-79.3% | $2,631-63.1% |
| Participant deferral / active EE | $2,222 | $6,636-66.5% | $7,997-72.2% | $4,212-47.2% |
| Admin fee / account holder | $1,106 | $8,568-87.1% | $13,435-91.8% | $7,344-84.9% |