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 | $31,140 | $56,053-44.4% | $75,972-59.0% | $80,856-61.5% |
| Participation rate | 18.9% | 62.0%-43.1pp | 69.1%-50.1pp | 67.6%-48.7pp |
| Annual return | 7.80% | 20.53%-12.7pp | 359.55%-351.7pp | 35.59%-27.8pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $913 | $3,052-70.1% | $4,255-78.6% | $4,296-78.8% |
| Admin fee / account holder | $379 | $5,234-92.8% | $6,467-94.1% | $6,918-94.5% |