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 | $47,554 | $95,803-50.4% | $113,168-58.0% | $84,808-43.9% |
| Participation rate | 55.6% | 72.9%-17.3pp | 76.6%-21.0pp | 68.3%-12.8pp |
| Annual return | 12.91% | 25.00%-12.1pp | 24.27%-11.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,354 | $2,360-42.6% | $2,975-54.5% | $2,631-48.5% |
| Participant deferral / active EE | $1,926 | $4,242-54.6% | $5,107-62.3% | $4,212-54.3% |
| Admin fee / account holder | $875 | $8,989-90.3% | $12,068-92.8% | $7,344-88.1% |