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 | $85,871 | $87,870-2.3% | $113,168-24.1% | $74,304+15.6% |
| Participation rate | 12.0% | 70.7%-58.8pp | 76.6%-64.6pp | 60.3%-48.4pp |
| Annual return | 14.92% | 26.44%-11.5pp | 24.27%-9.4pp | 29.43%-14.5pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $397 | $4,241-90.6% | $5,107-92.2% | $3,767-89.5% |
| Admin fee / account holder | $2,409 | $3,368-28.5% | $12,068-80.0% | $2,969-18.9% |