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 | $56,845 | $98,750-42.4% | $149,696-62.0% | $79,858-28.8% |
| Participation rate | 32.4% | 75.8%-43.4pp | 82.5%-50.1pp | 69.6%-37.2pp |
| Annual return | 14.68% | 27.43%-12.7pp | 276.60%-261.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,067 | $3,216-66.8% | $4,644-77.0% | $2,471-56.8% |
| Participant deferral / active EE | $2,327 | $5,680-59.0% | $6,842-66.0% | $3,740-37.8% |
| Admin fee / account holder | $4,960 | $6,053-18.1% | $9,309-46.7% | $5,306-6.5% |