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 4-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.
Employer 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 | $12,789 | $114,381-88.8% | $107,525-88.1% | $142,382-91.0% |
| Participation rate | 55.6% | 78.1%-22.6pp | 75.1%-19.5pp | 80.1%-24.6pp |
| Annual return | 10.72% | 242.71%-232.0pp | 181.32%-170.6pp | 217.08%-206.4pp |
| Employer contribution / active EE | $5 | $4,015-99.9% | $3,754-99.9% | $4,299-99.9% |
| Participant deferral / active EE | $2,354 | $5,564-57.7% | $5,116-54.0% | $6,507-63.8% |
| Admin fee / account holder | $2,643 | $9,860-73.2% | $8,919-70.4% | $12,624-79.1% |