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 8-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 | $29,591 | $157,256-81.2% | $141,162-79.0% | $152,861-80.6% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.4%-42.4pp |
| Annual return | 27.27% | 64.32%-37.1pp | 71.39%-44.1pp | 345.32%-318.0pp |
| Employer contribution / active EE | $1,044 | $5,261-80.2% | $4,735-77.9% | $4,762-78.1% |
| Participant deferral / active EE | $1,668 | $7,109-76.5% | $6,709-75.1% | $5,850-71.5% |
| Admin fee / account holder | $443 | $12,120-96.3% | $10,261-95.7% | $11,596-96.2% |