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 | $35,871 | $46,553-22.9% | $64,056-44.0% | $75,163-52.3% |
| Participation rate | 55.6% | 65.9%-10.4pp | 72.3%-16.7pp | 67.2%-11.6pp |
| Annual return | 6.62% | 26.03%-19.4pp | 33.69%-27.1pp | 160.62%-154.0pp |
| Employer contribution / active EE | $447 | $1,974-77.4% | $2,747-83.7% | $2,670-83.3% |
| Participant deferral / active EE | $683 | $2,837-75.9% | $3,880-82.4% | $4,125-83.4% |
| Admin fee / account holder | $4,310 | $2,952+46.0% | $3,068+40.5% | $5,651-23.7% |