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 | $19,359 | $72,012-73.1% | $185,823-89.6% | $79,858-75.8% |
| Participation rate | 53.6% | 65.8%-12.2pp | 78.0%-24.5pp | 69.6%-16.1pp |
| Annual return | 10.56% | 23.12%-12.6pp | 35.95%-25.4pp | 31.71%-21.2pp |
| Employer contribution / active EE | $540 | $1,965-72.5% | $4,087-86.8% | $2,471-78.1% |
| Participant deferral / active EE | $910 | $3,779-75.9% | $5,632-83.8% | $3,740-75.7% |
| Admin fee / account holder | $750 | $4,513-83.4% | $9,500-92.1% | $5,306-85.9% |