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 | $108,796 | $115,770-6.0% | $101,248+7.5% | $158,922-31.5% |
| Participation rate | 58.3% | 79.4%-21.0pp | 75.8%-17.5pp | 82.0%-23.6pp |
| Annual return | 3.56% | 56.14%-52.6pp | 46.47%-42.9pp | 302.83%-299.3pp |
| Employer contribution / active EE | $797 | $4,175-80.9% | $3,660-78.2% | $4,761-83.3% |
| Participant deferral / active EE | $981 | $4,957-80.2% | $4,370-77.6% | $5,982-83.6% |
| Admin fee / account holder | $980 | $7,245-86.5% | $5,945-83.5% | $11,246-91.3% |