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 | $34,768 | $85,766-59.5% | $136,294-74.5% | $70,131-50.4% |
| Participation rate | 42.5% | 74.2%-31.7pp | 81.9%-39.4pp | 69.5%-27.0pp |
| Annual return | 9.92% | 31.45%-21.5pp | 5155.94%-5146.0pp | 73.14%-63.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,998 | $5,051-60.4% | $6,247-68.0% | $3,332-40.0% |
| Admin fee / account holder | $720 | $5,420-86.7% | $9,243-92.2% | $4,645-84.5% |