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 8-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 | $27,098 | $29,660-8.6% | $56,411-52.0% | $80,856-66.5% |
| Participation rate | 13.8% | 41.6%-27.9pp | 52.5%-38.7pp | 67.6%-53.8pp |
| Annual return | 12.07% | 35.23%-23.2pp | 1701.33%-1689.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $183 | $669-72.7% | $1,039-82.4% | $2,755-93.4% |
| Participant deferral / active EE | $207 | $1,226-83.1% | $1,952-89.4% | $4,296-95.2% |
| Admin fee / account holder | $3,781 | $2,428+55.7% | $2,829+33.6% | $6,918-45.4% |