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 | $50,737 | $60,022-15.5% | $88,946-43.0% | $84,808-40.2% |
| Participation rate | 62.5% | 57.8%+4.7pp | 68.8%-6.3pp | 68.3%-5.8pp |
| Annual return | 12.55% | 22.43%-9.9pp | 57.82%-45.3pp | 40.90%-28.3pp |
| Employer contribution / active EE | $2,148 | $1,703+26.2% | $2,555-15.9% | $2,631-18.3% |
| Participant deferral / active EE | $412 | $3,114-86.8% | $4,581-91.0% | $4,212-90.2% |
| Admin fee / account holder | $7,241 | $4,811+50.5% | $8,261-12.3% | $7,344-1.4% |