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 5-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 | $70,324 | $89,753-21.6% | $107,525-34.6% | $84,808-17.1% |
| Participation rate | 10.9% | 68.1%-57.2pp | 75.1%-64.2pp | 68.3%-57.4pp |
| Annual return | 18.03% | 29.48%-11.4pp | 181.32%-163.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,632 | $4,056-59.8% | $5,116-68.1% | $4,212-61.3% |
| Admin fee / account holder | $6,506 | $7,222-9.9% | $8,919-27.1% | $7,344-11.4% |