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 | $73,293 | $76,367-4.0% | $93,606-21.7% | $72,985+0.4% |
| Participation rate | 31.5% | 71.7%-40.3pp | 75.8%-44.3pp | 69.5%-38.0pp |
| Annual return | 21.85% | 25.82%-4.0pp | 32.76%-10.9pp | 81.00%-59.2pp |
| Employer contribution / active EE | $1,982 | $2,275-12.9% | $2,718-27.1% | $2,440-18.8% |
| Participant deferral / active EE | $1,121 | $3,538-68.3% | $4,069-72.4% | $3,607-68.9% |
| Admin fee / account holder | $1,062 | $6,838-84.5% | $7,888-86.5% | $5,124-79.3% |