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 | $17,338 | $115,770-85.0% | $101,248-82.9% | $158,922-89.1% |
| Participation rate | 53.8% | 79.4%-25.5pp | 75.8%-22.0pp | 82.0%-28.1pp |
| Annual return | 13.76% | 56.14%-42.4pp | 46.47%-32.7pp | 302.83%-289.1pp |
| Employer contribution / active EE | $885 | $4,175-78.8% | $3,660-75.8% | $4,761-81.4% |
| Participant deferral / active EE | $1,217 | $4,957-75.5% | $4,370-72.2% | $5,982-79.7% |
| Admin fee / account holder | $1,607 | $7,245-77.8% | $5,945-73.0% | $11,246-85.7% |