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 7-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 | $47,895 | $148,978-67.9% | $200,582-76.1% | $84,808-43.5% |
| Participation rate | 56.7% | 84.2%-27.5pp | 86.9%-30.2pp | 68.3%-11.6pp |
| Annual return | 23.07% | 28.16%-5.1pp | 42.33%-19.3pp | 40.90%-17.8pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,141 | $7,142-56.0% | $9,331-66.3% | $4,212-25.4% |
| Admin fee / account holder | $2,257 | $13,977-83.8% | $16,305-86.2% | $7,344-69.3% |