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 | $39,133 | $86,929-55.0% | $102,423-61.8% | $80,856-51.6% |
| Participation rate | 48.1% | 72.4%-24.3pp | 76.5%-28.4pp | 67.6%-19.6pp |
| Annual return | 9.12% | 18.88%-9.8pp | 29.32%-20.2pp | 35.59%-26.5pp |
| Employer contribution / active EE | $1,049 | $2,369-55.7% | $3,023-65.3% | $2,755-61.9% |
| Participant deferral / active EE | $1,252 | $4,118-69.6% | $5,053-75.2% | $4,296-70.8% |
| Admin fee / account holder | $1,620 | $8,049-79.9% | $9,451-82.9% | $6,918-76.6% |