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 | $42,116 | $73,933-43.0% | $96,683-56.4% | $75,163-44.0% |
| Participation rate | 41.3% | 66.4%-25.1pp | 74.3%-33.0pp | 67.2%-25.9pp |
| Annual return | 26.15% | 26.70%-0.6pp | 35.69%-9.5pp | 160.62%-134.5pp |
| Employer contribution / active EE | $949 | $2,928-67.6% | $3,737-74.6% | $2,670-64.4% |
| Participant deferral / active EE | $1,373 | $3,659-62.5% | $4,878-71.9% | $4,125-66.7% |
| Admin fee / account holder | $768 | $5,216-85.3% | $6,730-88.6% | $5,651-86.4% |