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 | $38,174 | $54,762-30.3% | $90,281-57.7% | $72,985-47.7% |
| Participation rate | 18.2% | 65.1%-47.0pp | 73.3%-55.1pp | 69.5%-51.3pp |
| Annual return | 5.06% | 30.63%-25.6pp | 78.10%-73.0pp | 81.00%-75.9pp |
| Employer contribution / active EE | $268 | $2,092-87.2% | $2,854-90.6% | $2,440-89.0% |
| Participant deferral / active EE | $325 | $2,887-88.7% | $3,885-91.6% | $3,607-91.0% |
| Admin fee / account holder | $388 | $3,972-90.2% | $5,351-92.7% | $5,124-92.4% |