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 | $71,355 | $80,673-11.6% | $101,326-29.6% | $84,808-15.9% |
| Participation rate | 42.3% | 77.8%-35.5pp | 81.5%-39.2pp | 68.3%-26.0pp |
| Annual return | 14.41% | 38.95%-24.5pp | 36.82%-22.4pp | 40.90%-26.5pp |
| Employer contribution / active EE | $726 | $2,698-73.1% | $3,665-80.2% | $2,631-72.4% |
| Participant deferral / active EE | $981 | $6,840-85.7% | $7,994-87.7% | $4,212-76.7% |
| Admin fee / account holder | $8,066 | $12,784-36.9% | $11,185-27.9% | $7,344+9.8% |