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 | $17,110 | $91,190-81.2% | $178,490-90.4% | $79,858-78.6% |
| Participation rate | 42.7% | 69.2%-26.5pp | 81.9%-39.2pp | 69.6%-26.9pp |
| Annual return | 7.03% | 24.19%-17.2pp | 151.07%-144.0pp | 31.71%-24.7pp |
| Employer contribution / active EE | $512 | $3,256-84.3% | $5,011-89.8% | $2,471-79.3% |
| Participant deferral / active EE | $728 | $3,236-77.5% | $5,202-86.0% | $3,740-80.5% |
| Admin fee / account holder | $5,484 | $6,751-18.8% | $13,984-60.8% | $5,306+3.3% |