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 10-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 | $33,791 | $80,673-58.1% | $101,326-66.7% | $84,808-60.2% |
| Participation rate | 18.9% | 77.8%-58.9pp | 81.5%-62.6pp | 68.3%-49.4pp |
| Annual return | 14.33% | 38.95%-24.6pp | 36.82%-22.5pp | 40.90%-26.6pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $904 | $6,840-86.8% | $7,994-88.7% | $4,212-78.5% |
| Admin fee / account holder | $36,606 | $12,784+186.3% | $11,185+227.3% | $7,344+398.5% |