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.
Employer 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 | $30,513 | $54,762-44.3% | $90,281-66.2% | $72,985-58.2% |
| Participation rate | 17.9% | 65.1%-47.2pp | 73.3%-55.3pp | 69.5%-51.5pp |
| Annual return | -0.59% | 30.63%-31.2pp | 78.10%-78.7pp | 81.00%-81.6pp |
| Employer contribution / active EE | $43 | $2,092-97.9% | $2,854-98.5% | $2,440-98.2% |
| Participant deferral / active EE | $1,080 | $2,887-62.6% | $3,885-72.2% | $3,607-70.1% |
| Admin fee / account holder | $34,619 | $3,972+771.6% | $5,351+546.9% | $5,124+575.6% |