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 | $9,488 | $95,266-90.0% | $82,389-88.5% | $142,382-93.3% |
| Participation rate | 20.0% | 74.5%-54.5pp | 69.5%-49.5pp | 80.1%-60.1pp |
| Annual return | 18.75% | 25.74%-7.0pp | 28.67%-9.9pp | 217.08%-198.3pp |
| Employer contribution / active EE | $501 | $2,991-83.2% | $2,517-80.1% | $4,299-88.3% |
| Participant deferral / active EE | $864 | $4,809-82.0% | $4,155-79.2% | $6,507-86.7% |
| Admin fee / account holder | $9,977 | $8,563+16.5% | $7,231+38.0% | $12,624-21.0% |