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 3-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 | $8,593 | $24,730-65.3% | $66,042-87.0% | $84,808-89.9% |
| Participation rate | 18.5% | 68.1%-49.6pp | 67.5%-49.0pp | 68.3%-49.8pp |
| Annual return | 13.98% | 79.55%-65.6pp | 52.11%-38.1pp | 40.90%-26.9pp |
| Employer contribution / active EE | $234 | $857-72.7% | $1,579-85.2% | $2,631-91.1% |
| Participant deferral / active EE | $400 | $1,737-76.9% | $2,835-85.9% | $4,212-90.5% |
| Admin fee / account holder | $1,453 | $3,014-51.8% | $5,747-74.7% | $7,344-80.2% |