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 | $2,550 | $70,606-96.4% | $53,898-95.3% | $142,382-98.2% |
| Participation rate | 18.8% | 63.7%-45.0pp | 55.0%-36.2pp | 80.1%-61.4pp |
| Annual return | 14.63% | 619.81%-605.2pp | 528.60%-514.0pp | 217.08%-202.4pp |
| Employer contribution / active EE | $160 | $1,202-86.7% | $932-82.8% | $4,299-96.3% |
| Participant deferral / active EE | $194 | $2,364-91.8% | $1,826-89.4% | $6,507-97.0% |
| Admin fee / account holder | $911 | $2,852-68.1% | $2,491-63.4% | $12,624-92.8% |