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 | $52,676 | $106,543-50.6% | $91,220-42.3% | $134,475-60.8% |
| Participation rate | 40.9% | 76.8%-35.9pp | 73.2%-32.3pp | 81.2%-40.3pp |
| Annual return | -16.44% | 160.60%-177.0pp | 114.01%-130.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,850-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $141 | $4,719-97.0% | $4,234-96.7% | $6,400-97.8% |
| Admin fee / account holder | $1,968 | $6,231-68.4% | $5,420-63.7% | $11,426-82.8% |