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 4-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 | $73,756 | $89,753-17.8% | $107,525-31.4% | $84,808-13.0% |
| Participation rate | 42.2% | 68.1%-25.8pp | 75.1%-32.9pp | 68.3%-26.1pp |
| Annual return | 23.62% | 29.48%-5.9pp | 181.32%-157.7pp | 40.90%-17.3pp |
| Employer contribution / active EE | $7,653 | $3,113+145.8% | $3,754+103.9% | $2,631+190.9% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $356 | $7,222-95.1% | $8,919-96.0% | $7,344-95.2% |