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 | $59,317 | $65,241-9.1% | $126,539-53.1% | $85,563-30.7% |
| Participation rate | 11.9% | 48.6%-36.8pp | 69.8%-57.9pp | 66.0%-54.1pp |
| Annual return | 13.98% | 42.19%-28.2pp | 425.95%-412.0pp | 31.51%-17.5pp |
| Employer contribution / active EE | $360 | $1,937-81.4% | $3,674-90.2% | $2,654-86.4% |
| Participant deferral / active EE | $600 | $3,032-80.2% | $4,083-85.3% | $4,375-86.3% |
| Admin fee / account holder | $5,366 | $1,031+420.4% | $6,065-11.5% | $834+543.2% |