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 3-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 | $14,241 | $81,248-82.5% | $155,509-90.8% | $80,856-82.4% |
| Participation rate | 12.1% | 66.2%-54.1pp | 78.2%-66.1pp | 67.6%-55.5pp |
| Annual return | 8.04% | 33.31%-25.3pp | 64.67%-56.6pp | 35.59%-27.6pp |
| Employer contribution / active EE | $464 | $3,100-85.0% | $4,672-90.1% | $2,755-83.2% |
| Participant deferral / active EE | $619 | $3,452-82.1% | $5,626-89.0% | $4,296-85.6% |
| Admin fee / account holder | $520 | $7,997-93.5% | $15,912-96.7% | $6,918-92.5% |