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 | $79,663 | $77,503+2.8% | $100,391-20.6% | $80,856-1.5% |
| Participation rate | 51.4% | 76.9%-25.5pp | 81.5%-30.1pp | 67.6%-16.2pp |
| Annual return | 11.81% | 37.20%-25.4pp | 49.20%-37.4pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,113 | $2,801-24.6% | $3,942-46.4% | $2,755-23.3% |
| Participant deferral / active EE | $1,604 | $6,820-76.5% | $8,082-80.2% | $4,296-62.7% |
| Admin fee / account holder | $2,202 | $5,897-62.7% | $7,899-72.1% | $6,918-68.2% |