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 | $12,472 | $30,400-59.0% | $53,898-76.9% | $84,808-85.3% |
| Participation rate | 5.4% | 46.4%-41.0pp | 55.0%-49.6pp | 68.3%-62.9pp |
| Annual return | 18.04% | 500.19%-482.2pp | 528.60%-510.6pp | 40.90%-22.9pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $92 | $1,199-92.3% | $1,826-95.0% | $4,212-97.8% |
| Admin fee / account holder | $1,907 | $1,993-4.4% | $2,491-23.5% | $7,344-74.0% |