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 | $97,028 | $148,978-34.9% | $200,582-51.6% | $84,808+14.4% |
| Participation rate | 64.5% | 84.2%-19.7pp | 86.9%-22.4pp | 68.3%-3.8pp |
| Annual return | 9.23% | 28.16%-18.9pp | 42.33%-33.1pp | 40.90%-31.7pp |
| Employer contribution / active EE | $1,583 | $4,815-67.1% | $6,419-75.3% | $2,631-39.8% |
| Participant deferral / active EE | $3,094 | $7,142-56.7% | $9,331-66.8% | $4,212-26.5% |
| Admin fee / account holder | $13,186 | $13,977-5.7% | $16,305-19.1% | $7,344+79.6% |