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 | $61,942 | $127,065-51.3% | $113,168-45.3% | $142,382-56.5% |
| Participation rate | 40.9% | 79.2%-38.3pp | 76.6%-35.7pp | 80.1%-39.2pp |
| Annual return | 3.91% | 24.03%-20.1pp | 24.27%-20.4pp | 217.08%-213.2pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,111 | $5,716-80.6% | $5,107-78.2% | $6,507-82.9% |
| Admin fee / account holder | $609 | $15,736-96.1% | $12,068-95.0% | $12,624-95.2% |