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 | $18,396 | $90,348-79.6% | $75,972-75.8% | $145,922-87.4% |
| Participation rate | 5.3% | 74.5%-69.2pp | 69.1%-63.8pp | 80.3%-75.0pp |
| Annual return | 10.33% | 620.88%-610.5pp | 359.55%-349.2pp | 561.29%-551.0pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,685-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $641 | $5,162-87.6% | $4,255-84.9% | $6,688-90.4% |
| Admin fee / account holder | $14,420 | $8,467+70.3% | $6,467+123.0% | $13,397+7.6% |