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 5-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 | $169,294 | $165,984+2.0% | $164,813+2.7% | $145,922+16.0% |
| Participation rate | 68.8% | 82.0%-13.3pp | 78.6%-9.9pp | 80.3%-11.5pp |
| Annual return | -3.64% | 100.03%-103.7pp | 69.93%-73.6pp | 561.29%-564.9pp |
| Employer contribution / active EE | $1,187 | $5,273-77.5% | $4,341-72.6% | $4,660-74.5% |
| Participant deferral / active EE | $1,677 | $6,959-75.9% | $6,031-72.2% | $6,688-74.9% |
| Admin fee / account holder | $3,576 | $16,648-78.5% | $12,690-71.8% | $13,397-73.3% |