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 6-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 | $170,441 | $94,625+80.1% | $116,228+46.6% | $84,808+101.0% |
| Participation rate | 53.1% | 70.4%-17.3pp | 74.6%-21.4pp | 68.3%-15.2pp |
| Annual return | 16.84% | 20.40%-3.6pp | 90.06%-73.2pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,041 | $2,347-55.7% | $2,994-65.3% | $2,631-60.4% |
| Participant deferral / active EE | $1,638 | $3,972-58.7% | $4,953-66.9% | $4,212-61.1% |
| Admin fee / account holder | $2,859 | $10,091-71.7% | $11,989-76.2% | $7,344-61.1% |