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 | $25,307 | $63,764-60.3% | $81,930-69.1% | $79,858-68.3% |
| Participation rate | 8.0% | 67.5%-59.5pp | 72.0%-64.0pp | 69.6%-61.6pp |
| Annual return | 28.07% | 22.66%+5.4pp | 29.49%-1.4pp | 31.71%-3.6pp |
| Employer contribution / active EE | $434 | $1,795-75.8% | $4,310-89.9% | $2,471-82.4% |
| Participant deferral / active EE | $15 | $2,780-99.5% | $7,107-99.8% | $3,740-99.6% |
| Admin fee / account holder | $372 | $4,426-91.6% | $5,158-92.8% | $5,306-93.0% |