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 | $76,515 | $78,705-2.8% | $117,854-35.1% | $70,131+9.1% |
| Participation rate | 52.4% | 73.2%-20.8pp | 79.7%-27.3pp | 69.5%-17.2pp |
| Annual return | 12.18% | 23.30%-11.1pp | 335.08%-322.9pp | 73.14%-61.0pp |
| Employer contribution / active EE | $762 | $2,223-65.7% | $3,786-79.9% | $2,342-67.5% |
| Participant deferral / active EE | $1,247 | $3,297-62.2% | $4,482-72.2% | $3,332-62.6% |
| Admin fee / account holder | $4,073 | $5,065-19.6% | $8,020-49.2% | $4,645-12.3% |