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 10-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 | $79,035 | $138,044-42.7% | $125,339-36.9% | $134,475-41.2% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -1.68% | 750.33%-752.0pp | 572.05%-573.7pp | 417.96%-419.6pp |
| Employer contribution / active EE | $1,124 | $5,243-78.6% | $4,814-76.7% | $4,740-76.3% |
| Participant deferral / active EE | $1,278 | $7,799-83.6% | $7,446-82.8% | $6,400-80.0% |
| Admin fee / account holder | $25,479 | $11,571+120.2% | $10,010+154.5% | $11,426+123.0% |