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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,354 | $114,381-70.0% | $107,525-68.0% | $142,382-75.9% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.1%-35.1pp | 80.1%-40.1pp |
| Annual return | 10.62% | 242.71%-232.1pp | 181.32%-170.7pp | 217.08%-206.5pp |
| Employer contribution / active EE | $958 | $4,015-76.1% | $3,754-74.5% | $4,299-77.7% |
| Participant deferral / active EE | $592 | $5,564-89.4% | $5,116-88.4% | $6,507-90.9% |
| Admin fee / account holder | $1,235 | $9,860-87.5% | $8,919-86.1% | $12,624-90.2% |