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 | $43,896 | $48,230-9.0% | $67,502-35.0% | $80,856-45.7% |
| Participation rate | 22.6% | 66.4%-43.7pp | 72.9%-50.2pp | 67.6%-45.0pp |
| Annual return | 13.72% | 18.28%-4.6pp | 3512.12%-3498.4pp | 35.59%-21.9pp |
| Employer contribution / active EE | $852 | $2,020-57.8% | $2,731-68.8% | $2,755-69.1% |
| Participant deferral / active EE | $288 | $2,924-90.2% | $4,000-92.8% | $4,296-93.3% |
| Admin fee / account holder | $2,885 | $3,681-21.6% | $3,998-27.8% | $6,918-58.3% |