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 | $43,407 | $81,460-46.7% | $103,333-58.0% | $80,856-46.3% |
| Participation rate | 63.0% | 66.8%-3.9pp | 74.5%-11.5pp | 67.6%-4.7pp |
| Annual return | 11.35% | 25.55%-14.2pp | 24.88%-13.5pp | 35.59%-24.2pp |
| Employer contribution / active EE | $7,255 | $3,105+133.6% | $3,868+87.6% | $2,755+163.3% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $4,008 | $6,566-39.0% | $8,355-52.0% | $6,918-42.1% |