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 | $37,479 | $105,181-64.4% | $159,436-76.5% | $85,850-56.3% |
| Participation rate | 67.6% | 75.8%-8.2pp | 82.8%-15.3pp | 69.3%-1.7pp |
| Annual return | 12.81% | 45.07%-32.3pp | 263.57%-250.8pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,135 | $3,318-65.8% | $4,829-76.5% | $2,565-55.7% |
| Participant deferral / active EE | $2,082 | $5,945-65.0% | $7,352-71.7% | $3,952-47.3% |
| Admin fee / account holder | $4,785 | $6,933-31.0% | $10,799-55.7% | $6,260-23.6% |