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 | $88,966 | $85,766+3.7% | $136,294-34.7% | $70,131+26.9% |
| Participation rate | 61.6% | 74.2%-12.5pp | 81.9%-20.3pp | 69.5%-7.9pp |
| Annual return | 12.66% | 31.45%-18.8pp | 5155.94%-5143.3pp | 73.14%-60.5pp |
| Employer contribution / active EE | $247 | $2,966-91.7% | $4,695-94.7% | $2,342-89.5% |
| Participant deferral / active EE | $2,256 | $5,051-55.3% | $6,247-63.9% | $3,332-32.3% |
| Admin fee / account holder | $1,645 | $5,420-69.7% | $9,243-82.2% | $4,645-64.6% |