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 4-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 | $59,152 | $106,028-44.2% | $146,958-59.7% | $77,643-23.8% |
| Participation rate | 19.0% | 78.4%-59.4pp | 82.2%-63.2pp | 70.6%-51.6pp |
| Annual return | 9.01% | 56.73%-47.7pp | 418.34%-409.3pp | 31.24%-22.2pp |
| Employer contribution / active EE | $1,221 | $4,063-70.0% | $4,933-75.3% | $2,726-55.2% |
| Participant deferral / active EE | $1,587 | $7,990-80.1% | $8,070-80.3% | $4,647-65.8% |
| Admin fee / account holder | $13,803 | $337+3990.3% | $12,998+6.2% | $430+3107.0% |