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 | $41,249 | $73,638-44.0% | $95,952-57.0% | $73,488-43.9% |
| Participation rate | 59.0% | 76.2%-17.1pp | 77.1%-18.0pp | 70.7%-11.6pp |
| Annual return | 7.25% | 16.78%-9.5pp | 91.61%-84.4pp | 28.51%-21.3pp |
| Employer contribution / active EE | $524 | $1,863-71.9% | $2,541-79.4% | $2,270-76.9% |
| Participant deferral / active EE | $1,059 | $3,617-70.7% | $4,167-74.6% | $3,740-71.7% |
| Admin fee / account holder | $2,410 | $482+399.9% | $6,795-64.5% | $513+369.7% |