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 | $20,594 | $46,869-56.1% | $122,332-83.2% | $70,131-70.6% |
| Participation rate | 6.5% | 58.2%-51.7pp | 71.6%-65.1pp | 69.5%-63.0pp |
| Annual return | 10.81% | 24.22%-13.4pp | 30.27%-19.5pp | 73.14%-62.3pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $446 | $2,166-79.4% | $3,287-86.4% | $3,332-86.6% |
| Admin fee / account holder | $10,474 | $3,322+215.2% | $5,478+91.2% | $4,645+125.5% |