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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,859 | $130,194-60.2% | $169,993-69.5% | $71,457-27.4% |
| Participation rate | 39.2% | 86.1%-47.0pp | 87.0%-47.8pp | 67.9%-28.8pp |
| Annual return | 14.47% | 20.37%-5.9pp | 53.37%-38.9pp | 28.85%-14.4pp |
| Employer contribution / active EE | $0 | $4,381-100.0% | $6,785-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $744 | $6,923-89.3% | $10,408-92.9% | $4,289-82.7% |
| Admin fee / account holder | $6,601 | $966+583.6% | $12,815-48.5% | $1,587+315.9% |