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 | $70,000 | $112,096-37.6% | $95,952-27.0% | $158,922-56.0% |
| Participation rate | 26.7% | 79.0%-52.3pp | 77.1%-50.4pp | 82.0%-55.3pp |
| Annual return | 5.84% | 171.09%-165.3pp | 91.61%-85.8pp | 302.83%-297.0pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,291 | $4,784-31.2% | $4,167-21.0% | $5,982-45.0% |
| Admin fee / account holder | $50,741 | $10,130+400.9% | $6,795+646.7% | $11,246+351.2% |