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 5-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 | $37,825 | $110,257-65.7% | $96,544-60.8% | $139,434-72.9% |
| Participation rate | 63.6% | 78.1%-14.5pp | 76.0%-12.3pp | 80.3%-16.7pp |
| Annual return | 7.58% | 26.32%-18.7pp | 25.84%-18.3pp | 372.94%-365.4pp |
| Employer contribution / active EE | $1,049 | $3,620-71.0% | $2,965-64.6% | $4,751-77.9% |
| Participant deferral / active EE | $1,328 | $5,548-76.1% | $4,851-72.6% | $6,710-80.2% |
| Admin fee / account holder | $34,550 | $11,591+198.1% | $8,252+318.7% | $11,403+203.0% |