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 | $29,195 | $51,576-43.4% | $129,207-77.4% | $80,856-63.9% |
| Participation rate | 10.3% | 57.0%-46.6pp | 69.6%-59.3pp | 67.6%-57.3pp |
| Annual return | 10.02% | 20.81%-10.8pp | 9417.33%-9407.3pp | 35.59%-25.6pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $458 | $2,669-82.8% | $4,168-89.0% | $4,296-89.3% |
| Admin fee / account holder | $25,625 | $4,305+495.2% | $7,715+232.2% | $6,918+270.4% |