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 | $17,766 | $46,553-61.8% | $64,056-72.3% | $75,163-76.4% |
| Participation rate | 17.1% | 65.9%-48.8pp | 72.3%-55.2pp | 67.2%-50.0pp |
| Annual return | 10.69% | 26.03%-15.3pp | 33.69%-23.0pp | 160.62%-149.9pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $365 | $2,837-87.1% | $3,880-90.6% | $4,125-91.1% |
| Admin fee / account holder | $1,853 | $2,952-37.2% | $3,068-39.6% | $5,651-67.2% |