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 | $95,736 | $87,013+10.0% | $106,213-9.9% | $80,856+18.4% |
| Participation rate | 65.4% | 70.4%-5.1pp | 75.3%-9.9pp | 67.6%-2.3pp |
| Annual return | 9.30% | 17.05%-7.8pp | 116.14%-106.8pp | 35.59%-26.3pp |
| Employer contribution / active EE | $1,051 | $2,395-56.1% | $3,171-66.9% | $2,755-61.8% |
| Participant deferral / active EE | $1,580 | $3,986-60.4% | $5,016-68.5% | $4,296-63.2% |
| Admin fee / account holder | $11,692 | $8,431+38.7% | $11,033+6.0% | $6,918+69.0% |