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 7-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 | $5,203 | $30,400-82.9% | $53,898-90.3% | $84,808-93.9% |
| Participation rate | 19.4% | 46.4%-27.1pp | 55.0%-35.6pp | 68.3%-49.0pp |
| Annual return | 8.67% | 500.19%-491.5pp | 528.60%-519.9pp | 40.90%-32.2pp |
| Employer contribution / active EE | $80 | $603-86.6% | $932-91.4% | $2,631-96.9% |
| Participant deferral / active EE | $80 | $1,199-93.3% | $1,826-95.6% | $4,212-98.1% |
| Admin fee / account holder | $1,516 | $1,993-24.0% | $2,491-39.1% | $7,344-79.4% |