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 | $31,036 | $227,553-86.4% | $189,557-83.6% | $167,490-81.5% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.4%-40.9pp | 82.1%-44.6pp |
| Annual return | 6.30% | 78.40%-72.1pp | 64.17%-57.9pp | 478.56%-472.3pp |
| Employer contribution / active EE | $123 | $5,316-97.7% | $4,412-97.2% | $4,837-97.4% |
| Participant deferral / active EE | $2,468 | $7,002-64.8% | $6,174-60.0% | $6,341-61.1% |
| Admin fee / account holder | $12,747 | $11,878+7.3% | $9,807+30.0% | $12,309+3.6% |