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 | $62,787 | $79,944-21.5% | $98,439-36.2% | $75,163-16.5% |
| Participation rate | 44.7% | 70.4%-25.7pp | 75.2%-30.5pp | 67.2%-22.5pp |
| Annual return | 11.02% | 19.75%-8.7pp | 21.16%-10.1pp | 160.62%-149.6pp |
| Employer contribution / active EE | $320 | $2,264-85.9% | $3,048-89.5% | $2,670-88.0% |
| Participant deferral / active EE | $2,468 | $3,752-34.2% | $4,738-47.9% | $4,125-40.2% |
| Admin fee / account holder | $2,808 | $6,840-58.9% | $8,948-68.6% | $5,651-50.3% |