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 | $59,283 | $148,534-60.1% | $135,903-56.4% | $139,434-57.5% |
| Participation rate | 30.8% | 83.9%-53.1pp | 81.9%-51.1pp | 80.3%-49.5pp |
| Annual return | 8.77% | 79.19%-70.4pp | 68.23%-59.5pp | 372.94%-364.2pp |
| Employer contribution / active EE | $1,030 | $5,243-80.3% | $4,856-78.8% | $4,751-78.3% |
| Participant deferral / active EE | $1,976 | $8,100-75.6% | $7,758-74.5% | $6,710-70.6% |
| Admin fee / account holder | $478 | $12,400-96.1% | $10,762-95.6% | $11,403-95.8% |