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 | $23,685 | $74,888-68.4% | $71,209-66.7% | $142,382-83.4% |
| Participation rate | 27.3% | 76.2%-49.0pp | 73.8%-46.5pp | 80.1%-52.8pp |
| Annual return | 5.85% | 345.14%-339.3pp | 282.51%-276.7pp | 217.08%-211.2pp |
| Employer contribution / active EE | $546 | $2,854-80.9% | $2,721-79.9% | $4,299-87.3% |
| Participant deferral / active EE | $581 | $4,454-87.0% | $4,175-86.1% | $6,507-91.1% |
| Admin fee / account holder | $89,403 | $5,568+1505.6% | $5,349+1571.5% | $12,624+608.2% |