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 | $88,785 | $80,673+10.1% | $101,326-12.4% | $84,808+4.7% |
| Participation rate | 50.0% | 77.8%-27.8pp | 81.5%-31.5pp | 68.3%-18.3pp |
| Annual return | 12.67% | 38.95%-26.3pp | 36.82%-24.1pp | 40.90%-28.2pp |
| Employer contribution / active EE | $707 | $2,698-73.8% | $3,665-80.7% | $2,631-73.1% |
| Participant deferral / active EE | $1,537 | $6,840-77.5% | $7,994-80.8% | $4,212-63.5% |
| Admin fee / account holder | $8,399 | $12,784-34.3% | $11,185-24.9% | $7,344+14.4% |