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 | $110,953 | $101,317+9.5% | $146,958-24.5% | $74,495+48.9% |
| Participation rate | 26.4% | 75.5%-49.1pp | 82.2%-55.7pp | 67.2%-40.8pp |
| Annual return | 9.52% | 8730.91%-8721.4pp | 418.34%-408.8pp | 1364.94%-1355.4pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,285 | $7,303-68.7% | $8,070-71.7% | $4,346-47.4% |
| Admin fee / account holder | $11,636 | $1,739+569.2% | $12,998-10.5% | $1,942+499.3% |