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 | $85,239 | $103,376-17.5% | $87,100-2.1% | $152,861-44.2% |
| Participation rate | 52.9% | 79.3%-26.4pp | 76.9%-23.9pp | 82.4%-29.5pp |
| Annual return | 12.22% | 28.10%-15.9pp | 28.19%-16.0pp | 345.32%-333.1pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,073 | $4,778-77.5% | $4,049-73.5% | $5,850-81.7% |
| Admin fee / account holder | $46,452 | $12,205+280.6% | $7,497+519.6% | $11,596+300.6% |