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 | $15,441 | $58,208-73.5% | $81,812-81.1% | $80,856-80.9% |
| Participation rate | 19.2% | 63.4%-44.2pp | 72.3%-53.1pp | 67.6%-48.4pp |
| Annual return | 8.90% | 41.66%-32.8pp | 773.79%-764.9pp | 35.59%-26.7pp |
| Employer contribution / active EE | $321 | $2,340-86.3% | $2,912-89.0% | $2,755-88.4% |
| Participant deferral / active EE | $712 | $3,281-78.3% | $4,319-83.5% | $4,296-83.4% |
| Admin fee / account holder | $4,892 | $4,981-1.8% | $7,386-33.8% | $6,918-29.3% |