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 | $35,213 | $100,901-65.1% | $75,670-53.5% | $147,584-76.1% |
| Participation rate | 58.8% | 77.1%-18.3pp | 72.3%-13.5pp | 82.8%-24.0pp |
| Annual return | 4.73% | 35.78%-31.0pp | 27.34%-22.6pp | 578.55%-573.8pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $651 | $4,027-83.8% | $3,142-79.3% | $5,439-88.0% |
| Admin fee / account holder | $1,111 | $11,285-90.2% | $5,800-80.9% | $10,885-89.8% |