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 | $55,988 | $65,365-14.3% | $92,893-39.7% | $72,985-23.3% |
| Participation rate | 44.8% | 68.3%-23.5pp | 76.0%-31.2pp | 69.5%-24.7pp |
| Annual return | 15.04% | 42.10%-27.1pp | 109.41%-94.4pp | 81.00%-66.0pp |
| Employer contribution / active EE | $533 | $2,594-79.5% | $3,653-85.4% | $2,440-78.2% |
| Participant deferral / active EE | $1,865 | $3,128-40.4% | $4,236-56.0% | $3,607-48.3% |
| Admin fee / account holder | $1,402 | $4,251-67.0% | $5,794-75.8% | $5,124-72.6% |