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 9-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.
Employer 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 | $39,343 | $73,933-46.8% | $96,683-59.3% | $75,163-47.7% |
| Participation rate | 37.5% | 66.4%-28.9pp | 74.3%-36.8pp | 67.2%-29.7pp |
| Annual return | 2.84% | 26.70%-23.9pp | 35.69%-32.9pp | 160.62%-157.8pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,624 | $3,659-55.6% | $4,878-66.7% | $4,125-60.6% |
| Admin fee / account holder | $1,154 | $5,216-77.9% | $6,730-82.8% | $5,651-79.6% |