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 | $141,093 | $92,222+53.0% | $76,768+83.8% | $135,375+4.2% |
| Participation rate | 43.8% | 79.8%-36.0pp | 77.0%-33.2pp | 82.6%-38.9pp |
| Annual return | 9.16% | 5.46%+3.7pp | 2.43%+6.7pp | 519.73%-510.6pp |
| Employer contribution / active EE | $601 | $3,216-81.3% | $2,485-75.8% | $4,779-87.4% |
| Participant deferral / active EE | $896 | $4,509-80.1% | $3,852-76.7% | $5,609-84.0% |
| Admin fee / account holder | $5,277 | $10,748-50.9% | $6,675-20.9% | $10,827-51.3% |