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 | $38,936 | $71,829-45.8% | $69,780-44.2% | $142,382-72.7% |
| Participation rate | 62.5% | 81.6%-19.1pp | 79.3%-16.8pp | 80.1%-17.6pp |
| Annual return | 12.65% | 31.01%-18.4pp | 26.31%-13.7pp | 217.08%-204.4pp |
| Employer contribution / active EE | $754 | $4,385-82.8% | $4,168-81.9% | $4,299-82.5% |
| Participant deferral / active EE | $754 | $6,819-88.9% | $6,164-87.8% | $6,507-88.4% |
| Admin fee / account holder | $1,003 | $7,818-87.2% | $7,285-86.2% | $12,624-92.1% |