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 10-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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 52 | Indirect Investment Fees | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,818 | $217,402-88.1% | $185,823-86.1% | $167,490-84.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 3.89% | 148.36%-144.5pp | 122.05%-118.2pp | 478.56%-474.7pp |
| Employer contribution / active EE | $2,975 | $5,873-49.4% | $5,167-42.4% | $4,837-38.5% |
| Participant deferral / active EE | $1,702 | $6,356-73.2% | $5,568-69.4% | $6,341-73.2% |
| Admin fee / account holder | $1,117 | $19,811-94.4% | $16,237-93.1% | $12,309-90.9% |