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 7-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 | $31,043 | $162,781-80.9% | $133,956-76.8% | $158,922-80.5% |
| Participation rate | 45.8% | 83.2%-37.4pp | 79.8%-34.0pp | 82.0%-36.1pp |
| Annual return | 15.76% | 41.94%-26.2pp | 45.09%-29.3pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,332 | $4,975-73.2% | $3,919-66.0% | $4,761-72.0% |
| Participant deferral / active EE | $1,761 | $5,911-70.2% | $5,048-65.1% | $5,982-70.6% |
| Admin fee / account holder | $6,014 | $11,736-48.8% | $8,927-32.6% | $11,246-46.5% |