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 | $11,702 | $30,588-61.7% | $53,898-78.3% | $85,563-86.3% |
| Participation rate | 4.4% | 26.3%-21.9pp | 55.0%-50.6pp | 66.0%-61.6pp |
| Annual return | 14.41% | 50.42%-36.0pp | 528.60%-514.2pp | 31.51%-17.1pp |
| Employer contribution / active EE | $74 | $436-82.9% | $932-92.0% | $2,654-97.2% |
| Participant deferral / active EE | $162 | $848-80.9% | $1,826-91.1% | $4,375-96.3% |
| Admin fee / account holder | $5,127 | $1,879+172.8% | $2,491+105.8% | $834+514.6% |