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 | $31,125 | $157,256-80.2% | $141,162-78.0% | $152,861-79.6% |
| Participation rate | 38.9% | 84.8%-45.9pp | 82.5%-43.6pp | 82.4%-43.6pp |
| Annual return | 8.51% | 64.32%-55.8pp | 71.39%-62.9pp | 345.32%-336.8pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,855 | $7,109-73.9% | $6,709-72.4% | $5,850-68.3% |
| Admin fee / account holder | $33,827 | $12,120+179.1% | $10,261+229.7% | $11,596+191.7% |