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 | $139,222 | $138,044+0.9% | $125,339+11.1% | $134,475+3.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | 2.95% | 750.33%-747.4pp | 572.05%-569.1pp | 417.96%-415.0pp |
| Employer contribution / active EE | $5,510 | $5,243+5.1% | $4,814+14.5% | $4,740+16.3% |
| Participant deferral / active EE | $1,496 | $7,799-80.8% | $7,446-79.9% | $6,400-76.6% |
| Admin fee / account holder | $1,335 | $11,571-88.5% | $10,010-86.7% | $11,426-88.3% |