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 6-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 | $91,937 | $117,841-22.0% | $102,423-10.2% | $145,922-37.0% |
| Participation rate | 53.8% | 78.6%-24.7pp | 76.5%-22.6pp | 80.3%-26.4pp |
| Annual return | 8.65% | 31.65%-23.0pp | 29.32%-20.7pp | 561.29%-552.6pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,265 | $5,731-77.9% | $5,053-75.0% | $6,688-81.1% |
| Admin fee / account holder | $15,747 | $13,326+18.2% | $9,451+66.6% | $13,397+17.5% |