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 3-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 | $56,713 | $148,978-61.9% | $200,582-71.7% | $84,808-33.1% |
| Participation rate | 40.7% | 84.2%-43.6pp | 86.9%-46.2pp | 68.3%-27.6pp |
| Annual return | 19.28% | 28.16%-8.9pp | 42.33%-23.1pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,840 | $4,815-61.8% | $6,419-71.3% | $2,631-30.1% |
| Participant deferral / active EE | $2,908 | $7,142-59.3% | $9,331-68.8% | $4,212-30.9% |
| Admin fee / account holder | $5,184 | $13,977-62.9% | $16,305-68.2% | $7,344-29.4% |