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 | $17,500 | $53,136-67.1% | $155,509-88.7% | $199,593-91.2% |
| Participation rate | 3.5% | 64.1%-60.6pp | 78.2%-74.7pp | 72.0%-68.5pp |
| Annual return | 7.33% | 41.15%-33.8pp | 64.67%-57.3pp | 34.25%-26.9pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $66 | $3,161-97.9% | $5,626-98.8% | $5,087-98.7% |
| Admin fee / account holder | $4,976 | $185+2584.3% | $15,912-68.7% | $269+1751.2% |