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 | $69,956 | $74,927-6.6% | $101,794-31.3% | $84,808-17.5% |
| Participation rate | 67.6% | 61.4%+6.2pp | 69.2%-1.6pp | 68.3%-0.7pp |
| Annual return | 8.98% | 18.70%-9.7pp | 30.53%-21.5pp | 40.90%-31.9pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,009 | $3,099-67.4% | $4,084-75.3% | $4,212-76.0% |
| Admin fee / account holder | $1,804 | $6,514-72.3% | $8,777-79.4% | $7,344-75.4% |