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 | $9,299 | $80,717-88.5% | $154,803-94.0% | $84,808-89.0% |
| Participation rate | 69.4% | 66.8%+2.6pp | 78.1%-8.6pp | 68.3%+1.1pp |
| Annual return | 10.71% | 37.96%-27.2pp | 58.88%-48.2pp | 40.90%-30.2pp |
| Employer contribution / active EE | $1,318 | $2,761-52.3% | $4,305-69.4% | $2,631-49.9% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $5,540-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,665 | $6,746-60.5% | $14,329-81.4% | $7,344-63.7% |