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 | $49,993 | $64,121-22.0% | $78,805-36.6% | $116,875-57.2% |
| Participation rate | 39.3% | 71.0%-31.7pp | 73.6%-34.3pp | 74.5%-35.2pp |
| Annual return | 10.88% | 16.32%-5.4pp | -2.71%+13.6pp | 16.29%-5.4pp |
| Employer contribution / active EE | $0 | $2,257-100.0% | $4,059-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $665 | $2,757-75.9% | $3,584-81.4% | $3,885-82.9% |
| Admin fee / account holder | $472 | $5,745-91.8% | $5,677-91.7% | $12,263-96.2% |