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 | $42,260 | $97,744-56.8% | $103,476-59.2% | $145,922-71.0% |
| Participation rate | 57.1% | 81.1%-24.0pp | 80.5%-23.4pp | 80.3%-23.1pp |
| Annual return | 8.48% | 25.41%-16.9pp | 23.90%-15.4pp | 561.29%-552.8pp |
| Employer contribution / active EE | $0 | $4,677-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,725 | $6,603-73.9% | $6,623-73.9% | $6,688-74.2% |
| Admin fee / account holder | $397 | $12,515-96.8% | $9,413-95.8% | $13,397-97.0% |