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 | $228,239 | $197,591+15.5% | $177,821+28.4% | $158,922+43.6% |
| Participation rate | 58.8% | 88.5%-29.7pp | 87.7%-28.9pp | 82.0%-23.1pp |
| Annual return | 3.06% | 58.76%-55.7pp | 48.32%-45.3pp | 302.83%-299.8pp |
| Employer contribution / active EE | $1,496 | $6,697-77.7% | $5,918-74.7% | $4,761-68.6% |
| Participant deferral / active EE | $2,650 | $8,405-68.5% | $7,714-65.6% | $5,982-55.7% |
| Admin fee / account holder | $11,362 | $15,399-26.2% | $12,427-8.6% | $11,246+1.0% |