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 9-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 | $14,735 | $85,202-82.7% | $172,739-91.5% | $72,985-79.8% |
| Participation rate | 60.0% | 70.1%-10.1pp | 82.6%-22.6pp | 69.5%-9.5pp |
| Annual return | 4.64% | 27.32%-22.7pp | 802.84%-798.2pp | 81.00%-76.4pp |
| Employer contribution / active EE | $414 | $3,324-87.5% | $5,143-91.9% | $2,440-83.0% |
| Participant deferral / active EE | $553 | $3,260-83.0% | $5,198-89.4% | $3,607-84.7% |
| Admin fee / account holder | $4,747 | $5,884-19.3% | $13,954-66.0% | $5,124-7.4% |