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 | $63,627 | $89,753-29.1% | $107,525-40.8% | $84,808-25.0% |
| Participation rate | 62.8% | 68.1%-5.3pp | 75.1%-12.3pp | 68.3%-5.5pp |
| Annual return | 21.15% | 29.48%-8.3pp | 181.32%-160.2pp | 40.90%-19.7pp |
| Employer contribution / active EE | $12,542 | $3,113+302.8% | $3,754+234.1% | $2,631+376.7% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,088 | $7,222-57.2% | $8,919-65.4% | $7,344-57.9% |