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 7-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 | $67,051 | $94,625-29.1% | $116,228-42.3% | $84,808-20.9% |
| Participation rate | 50.0% | 70.4%-20.4pp | 74.6%-24.6pp | 68.3%-18.3pp |
| Annual return | 12.13% | 20.40%-8.3pp | 90.06%-77.9pp | 40.90%-28.8pp |
| Employer contribution / active EE | $879 | $2,347-62.5% | $2,994-70.6% | $2,631-66.6% |
| Participant deferral / active EE | $1,373 | $3,972-65.4% | $4,953-72.3% | $4,212-67.4% |
| Admin fee / account holder | $13,639 | $10,091+35.2% | $11,989+13.8% | $7,344+85.7% |