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 8-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 | $23,383 | $63,346-63.1% | $92,233-74.6% | $70,131-66.7% |
| Participation rate | 29.6% | 68.7%-39.0pp | 76.5%-46.9pp | 69.5%-39.9pp |
| Annual return | 10.39% | 530.12%-519.7pp | 176.28%-165.9pp | 73.14%-62.8pp |
| Employer contribution / active EE | $648 | $2,471-73.8% | $3,679-82.4% | $2,342-72.3% |
| Participant deferral / active EE | $294 | $2,854-89.7% | $3,897-92.5% | $3,332-91.2% |
| Admin fee / account holder | $8,815 | $3,840+129.5% | $5,194+69.7% | $4,645+89.8% |