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 | $6,920 | $70,756-90.2% | $65,493-89.4% | $142,382-95.1% |
| Participation rate | 38.1% | 77.4%-39.3pp | 73.1%-35.0pp | 80.1%-42.0pp |
| Annual return | 9.10% | 1754.89%-1745.8pp | 982.45%-973.3pp | 217.08%-208.0pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $515 | $4,637-88.9% | $3,961-87.0% | $6,507-92.1% |
| Admin fee / account holder | $3,383 | $6,559-48.4% | $5,028-32.7% | $12,624-73.2% |