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 9-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 | $17,562 | $104,664-83.2% | $85,682-79.5% | $167,490-89.5% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.9%-19.9pp | 82.1%-32.1pp |
| Annual return | 12.66% | 21.45%-8.8pp | 21.49%-8.8pp | 478.56%-465.9pp |
| Employer contribution / active EE | $698 | $3,337-79.1% | $2,618-73.4% | $4,837-85.6% |
| Participant deferral / active EE | $816 | $4,824-83.1% | $3,923-79.2% | $6,341-87.1% |
| Admin fee / account holder | $2,141 | $10,032-78.7% | $6,873-68.9% | $12,309-82.6% |