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 9-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 | $47,652 | $60,124-20.7% | $90,404-47.3% | $79,858-40.3% |
| Participation rate | 7.7% | 65.0%-57.3pp | 72.7%-65.0pp | 69.6%-61.9pp |
| Annual return | 20.87% | 71.94%-51.1pp | 1293.02%-1272.1pp | 31.71%-10.8pp |
| Employer contribution / active EE | $406 | $2,068-80.4% | $3,262-87.6% | $2,471-83.6% |
| Participant deferral / active EE | $697 | $2,938-76.3% | $3,963-82.4% | $3,740-81.4% |
| Admin fee / account holder | $2,410 | $3,976-39.4% | $5,611-57.0% | $5,306-54.6% |