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 | $82,043 | $185,822-55.8% | $169,993-51.7% | $139,434-41.2% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 14.88% | 60.50%-45.6pp | 53.37%-38.5pp | 372.94%-358.1pp |
| Employer contribution / active EE | $2,125 | $7,590-72.0% | $6,785-68.7% | $4,751-55.3% |
| Participant deferral / active EE | $2,500 | $11,622-78.5% | $10,408-76.0% | $6,710-62.7% |
| Admin fee / account holder | $836 | $15,381-94.6% | $12,815-93.5% | $11,403-92.7% |