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 3-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 | $36,936 | $52,903-30.2% | $73,307-49.6% | $59,632-38.1% |
| Participation rate | 21.7% | 68.2%-46.5pp | 74.9%-53.2pp | 68.7%-46.9pp |
| Annual return | -0.39% | 12.20%-12.6pp | 5.67%-6.1pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $833 | $1,909-56.4% | $3,237-74.3% | $2,203-62.2% |
| Participant deferral / active EE | $1,311 | $4,069-67.8% | $4,991-73.7% | $3,192-58.9% |
| Admin fee / account holder | $781 | $3,834-79.6% | $5,637-86.1% | $4,297-81.8% |