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 | $39,325 | $67,606-41.8% | $82,313-52.2% | $70,131-43.9% |
| Participation rate | 31.4% | 72.8%-41.3pp | 76.9%-45.5pp | 69.5%-38.1pp |
| Annual return | 8.82% | 21.57%-12.7pp | 25.88%-17.1pp | 73.14%-64.3pp |
| Employer contribution / active EE | $898 | $1,755-48.8% | $2,428-63.0% | $2,342-61.6% |
| Participant deferral / active EE | $878 | $2,987-70.6% | $3,706-76.3% | $3,332-73.6% |
| Admin fee / account holder | $46,977 | $4,512+941.2% | $5,608+737.7% | $4,645+911.3% |