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 | $33,209 | $80,673-58.8% | $101,326-67.2% | $84,808-60.8% |
| Participation rate | 54.7% | 77.8%-23.0pp | 81.5%-26.8pp | 68.3%-13.6pp |
| Annual return | 9.04% | 38.95%-29.9pp | 36.82%-27.8pp | 40.90%-31.9pp |
| Employer contribution / active EE | $200 | $2,698-92.6% | $3,665-94.5% | $2,631-92.4% |
| Participant deferral / active EE | $1,151 | $6,840-83.2% | $7,994-85.6% | $4,212-72.7% |
| Admin fee / account holder | $4,679 | $12,784-63.4% | $11,185-58.2% | $7,344-36.3% |