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 | $77,665 | $56,114+38.4% | $96,139-19.2% | $85,850-9.5% |
| Participation rate | 26.9% | 56.7%-29.8pp | 68.4%-41.5pp | 69.3%-42.4pp |
| Annual return | 11.06% | 42.30%-31.2pp | 191.94%-180.9pp | 318.53%-307.5pp |
| Employer contribution / active EE | $249 | $1,620-84.6% | $2,797-91.1% | $2,565-90.3% |
| Participant deferral / active EE | $720 | $2,859-74.8% | $4,349-83.4% | $3,952-81.8% |
| Admin fee / account holder | $434 | $3,768-88.5% | $5,537-92.2% | $6,260-93.1% |