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 | $40,945 | $100,923-59.4% | $150,045-72.7% | $74,304-44.9% |
| Participation rate | 0.7% | 70.1%-69.4pp | 82.3%-81.6pp | 60.3%-59.7pp |
| Annual return | 7.76% | 51.77%-44.0pp | 62.55%-54.8pp | 29.43%-21.7pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $215 | $6,709-96.8% | $7,997-97.3% | $3,767-94.3% |
| Admin fee / account holder | $2,639 | $2,767-4.6% | $13,435-80.4% | $2,969-11.1% |