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 | $29,786 | $65,409-54.5% | $98,442-69.7% | $85,850-65.3% |
| Participation rate | 44.6% | 65.0%-20.4pp | 73.3%-28.7pp | 69.3%-24.7pp |
| Annual return | 13.21% | 21.76%-8.5pp | 1492.73%-1479.5pp | 318.53%-305.3pp |
| Employer contribution / active EE | $243 | $2,168-88.8% | $2,960-91.8% | $2,565-90.5% |
| Participant deferral / active EE | $522 | $3,166-83.5% | $4,276-87.8% | $3,952-86.8% |
| Admin fee / account holder | $776 | $4,593-83.1% | $5,949-87.0% | $6,260-87.6% |