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 4-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 | $79,984 | $127,065-37.1% | $113,168-29.3% | $142,382-43.8% |
| Participation rate | 41.2% | 79.2%-38.0pp | 76.6%-35.4pp | 80.1%-38.9pp |
| Annual return | 12.84% | 24.03%-11.2pp | 24.27%-11.4pp | 217.08%-204.2pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $768 | $5,716-86.6% | $5,107-85.0% | $6,507-88.2% |
| Admin fee / account holder | $4,816 | $15,736-69.4% | $12,068-60.1% | $12,624-61.9% |