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 | $24,374 | $118,680-79.5% | $98,907-75.4% | $158,922-84.7% |
| Participation rate | 58.3% | 77.8%-19.5pp | 76.0%-17.7pp | 82.0%-23.6pp |
| Annual return | -3.93% | 372.35%-376.3pp | 196.43%-200.4pp | 302.83%-306.8pp |
| Employer contribution / active EE | $796 | $3,333-76.1% | $2,689-70.4% | $4,761-83.3% |
| Participant deferral / active EE | $947 | $5,088-81.4% | $4,244-77.7% | $5,982-84.2% |
| Admin fee / account holder | $1,693 | $10,131-83.3% | $6,642-74.5% | $11,246-84.9% |