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 | $43,112 | $94,625-54.4% | $116,228-62.9% | $84,808-49.2% |
| Participation rate | 66.7% | 70.4%-3.8pp | 74.6%-7.9pp | 68.3%-1.6pp |
| Annual return | 11.65% | 20.40%-8.8pp | 90.06%-78.4pp | 40.90%-29.2pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,516 | $3,972-61.8% | $4,953-69.4% | $4,212-64.0% |
| Admin fee / account holder | $10,372 | $10,091+2.8% | $11,989-13.5% | $7,344+41.2% |