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 | $38,180 | $86,929-56.1% | $102,423-62.7% | $80,856-52.8% |
| Participation rate | 64.4% | 72.4%-8.0pp | 76.5%-12.1pp | 67.6%-3.2pp |
| Annual return | 7.57% | 18.88%-11.3pp | 29.32%-21.7pp | 35.59%-28.0pp |
| Employer contribution / active EE | $1,061 | $2,369-55.2% | $3,023-64.9% | $2,755-61.5% |
| Participant deferral / active EE | $1,391 | $4,118-66.2% | $5,053-72.5% | $4,296-67.6% |
| Admin fee / account holder | $2,111 | $8,049-73.8% | $9,451-77.7% | $6,918-69.5% |