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 | $121,129 | $59,107+104.9% | $86,436+40.1% | $68,494+76.8% |
| Participation rate | 41.2% | 75.2%-34.1pp | 80.3%-39.1pp | 67.9%-26.7pp |
| Annual return | -22.71% | -0.23%-22.5pp | 4394.89%-4417.6pp | -7.84%-14.9pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,375 | $5,901+25.0% | $6,952+6.1% | $4,027+83.1% |
| Admin fee / account holder | $6,612 | $5,637+17.3% | $6,731-1.8% | $5,403+22.4% |